{
  "crd_number": 313016,
  "slug": "marc-alan-wealth-management-llc-313016",
  "primary_business_name": "MARC ALAN WEALTH MANAGEMENT LLC",
  "legal_name": "MARC ALAN WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-03-31",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 15154082.0,
  "raum_discretionary": 15154082.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1373303.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 13780779.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ"
  ],
  "websites": [
    "https://directory.garrettplanningnetwork.com/new-jersey/rockaway/member/marc-lescarret-mspfp-mpas-reg-cfp-reg-awma-reg",
    "https://facebook.com/profile.php?id=61565573865537",
    "https://feeonlynetwork.com/financial-advisor/marc-lescarret",
    "https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/6323b4c5-7c8c-4757-8f6d-94dccd152037",
    "https://linkedin.com/company/83017659/admin",
    "https://linkedin.com/in/marc-lescarret-mspfp-mpas%C2%AE-cfp%C2%AE-awma%C2%AE-60889a11",
    "https://marcalanwm.com",
    "https://twitter.com/MarcAlanWM",
    "https://youtube.com/@marcalanwealthmanagementll5483"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313016",
  "listing_state": "NJ",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/marc-alan-wealth-management-llc-313016",
  "display_name": "Marc Alan Wealth Management LLC",
  "summary": "Marc Alan Wealth Management LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Marc Alan Wealth Management LLC (CRD 313016): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Marc Alan Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marc Alan Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Marc Alan Wealth Management LLC registered with the SEC or a state?",
      "a": "Marc Alan Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313016."
    },
    {
      "q": "How much does Marc Alan Wealth Management LLC manage?",
      "a": "Marc Alan Wealth Management LLC reports $15,154,082 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Marc Alan Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Does Marc Alan Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313016"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/marc-alan-wealth-management-llc-313016.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1373303.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 13780779.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313016",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}