# Marc Alan Wealth Management LLC

> 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.

- CRD: 313016
- Filed as: MARC ALAN WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313016
- AdvisorCensus page: https://advisorcensus.com/firm/marc-alan-wealth-management-llc-313016

## Quick answers

**How is Marc Alan Wealth Management LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Marc Alan Wealth Management LLC registered with the SEC or a state?**
Marc Alan Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313016.

**How much does Marc Alan Wealth Management LLC manage?**
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).

**What types of clients does Marc Alan Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (8).

**Does Marc Alan Wealth Management LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,154,082
- Discretionary: $15,154,082
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,373,303 |
| High net worth individuals | 15 | $13,780,779 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- directory.garrettplanningnetwork.com/new-jersey/rockaway/member/marc-lescarret-mspfp-mpas-reg-cfp-reg-awma-reg
- feeonlynetwork.com/financial-advisor/marc-lescarret
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/6323b4c5-7c8c-4757-8f6d-94dccd152037
- marcalanwm.com
- Facebook facebook.com
- LinkedIn @83017659
- LinkedIn @marc-lescarret-mspfp-mpas®-cfp®-awma®-60889a11
- X @MarcAlanWM
- YouTube @marcalanwealthmanagementll5483

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marc Alan Wealth Management LLC (CRD 313016): Form ADV filing data as of October 2026.