MARSH WEALTH MANAGEMENT, LLC
CRD #282111 SEC #801-130732 KNOXVILLE, TN 865-622-2162
SEC Registered
Total AUM
$168.4M
Discretionary
$168.4M
Employees
6
Clients
10
Accounts
558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $168.4M | $168.4M | $0 | 6 | 5 |
| Jan 2025 | $168.4M | $168.4M | $0 | 6 | 5 |
| Aug 2024 | $138.5M | $138.5M | $0 | 6 | 1 |
| Jun 2024 | $138.5M | $138.5M | $0 | 6 | 1 |
DateApr 2025
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees6
Clients5
DateJan 2025
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees6
Clients5
DateAug 2024
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees6
Clients1
DateJun 2024
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees6
Clients1