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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARSH, YVONNE, M | I | MANAGING MEMBER | D | Control |
| MARSH, YVONNE, M | I | MANAGING MEMBER | D | Control |
| MARSH, YVONNE, M | I | MANAGING MEMBER | D | Control |
| MARSH, YVONNE, M | I | MANAGING MEMBER | D | Control |
| Marsh, Michael, Burns | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| Marsh, Michael, Burns | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| Marsh, Michael, Burns | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| Marsh, Michael, Burns | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (2)
TN TX
Address
504 EBENEZER ROADKNOXVILLE, TN 37923
United States
Phone: 865-622-2162