| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Burns Marsh Control | Member/Chief Compliance Officer | 50-75% | 2015 |
| Yvonne M Marsh Control | Managing Member | 50-75% | 2015 |
Marsh Wealth Management, LLC reports $168.4 million in regulatory assets under management on its Form ADV.
Marsh Wealth Management, LLC reports 6 employees.
Marsh Wealth Management, LLC is based in Knoxville, TN and has been SEC-registered since 2024.
Marsh Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 504 Ebenezer Road, Knoxville, TN 37923 |
| Phone | 865-622-2162 |
| Fax | 865-622-2167 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $168.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $168.4M |