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Mar Wealth Management Services, LLC

● SEC registered since 2026CRD 167335SEC# 801-136289West Palm Beach, FL
Export (members)
Reg. AUM
$125.1M
Employees
3
Accounts
133
Location
West Palm Beach, FL

Mar Wealth Management Services, LLC assets under management

Mar Wealth Management Services, LLC is a registered investment adviser overseen by the SEC based in West Palm Beach, FL. The firm has been registered since 2026. It reports $125.1 million in regulatory assets under management and employs 3 people.
www.marwealthmanagement.comView on SEC.gov ↗

Mar Wealth Management Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christian Marcos Ramos ControlManaging Member/Chief Compliance Officer50-75%2016
Maricela Amelia Ramos ControlManaging Member50-75%2012

Frequently asked questions

How much does Mar Wealth Management Services, LLC manage?

Mar Wealth Management Services, LLC reports $125.1 million in regulatory assets under management on its Form ADV.

How many employees does Mar Wealth Management Services, LLC have?

Mar Wealth Management Services, LLC reports 3 employees.

Where is Mar Wealth Management Services, LLC located?

Mar Wealth Management Services, LLC is based in West Palm Beach, FL and has been SEC-registered since 2026.

Does Mar Wealth Management Services, LLC disclose fund performance?

Mar Wealth Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Australian Avenue South, Suite 600, West Palm Beach, FL 33401
Phone800-708-6285
Fax305-390-2536
Office hoursOffice Visits By Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$75.7M
Non-discretionary$49.4M
Total (RAUM)$125.1M