# Marsh Wealth Management, LLC

> Marsh Wealth Management, LLC is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 282111
- Filed as: MARSH WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282111
- AdvisorCensus page: https://advisorcensus.com/firm/marsh-wealth-management-llc-knoxville-tn-282111

## Quick answers

**How is Marsh Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Marsh Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Marsh Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Subscription: $125 a month (401K EZInvest Service Fee); Flat fee: $450 to $4,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Marsh Wealth Management, LLC located?**
Marsh Wealth Management, LLC's principal office is in Knoxville, TN, according to its Form ADV.

**Is Marsh Wealth Management, LLC registered with the SEC or a state?**
Marsh Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 282111.

**How much does Marsh Wealth Management, LLC manage?**
Marsh Wealth Management, LLC reports $182,304,196 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Marsh Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Marsh Wealth Management, LLC: Regulatory assets under management: $138,530,913 in the October 2024 data and $182,304,196 in the October 2026 data, up 32%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marsh Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (49).

**Which custodians does Marsh Wealth Management, LLC use?**
Marsh Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Marsh 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 SEC record: https://adviserinfo.sec.gov/firm/summary/282111

**What changed in Marsh Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in NC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Subscription: $125 a month (401K EZInvest Service Fee)

> Clients are charged either a recurring monthly fee of $125 per account or an asset based fee.

- Flat fee: $450 to $4,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $ 450 - $4,000, depending on the complexity of the plan .

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $182,304,196
- Discretionary: $181,856,078
- Non-discretionary: $448,118

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $58,431,026 |
| High net worth individuals | 49 | $123,136,779 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $736,082 |
| Charitable organizations | Fewer than 5 | $309 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marshwealth.com
- Facebook @MARSHWEALTHMANAGEMENT
- X @MARSHWEALTH
- YouTube @UCfuH5rJAXTaPOd6YJzWYdCw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $138,530,913 | 6 | August 22, 2024 |
| October 2025 | $168,423,277 | 6 | April 30, 2025 |
| October 2026 | $182,304,196 | 6 | March 3, 2026 |

Regulatory assets under management: $138,530,913 in the October 2024 data and $182,304,196 in the October 2026 data, up 32%.
Total employees: 6 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marsh Wealth Management, LLC (CRD 282111): Form ADV filing data as of October 2026.