# Marsha Lee & Company,inc.

> Marsha Lee & Company,inc. is a state-registered investment advisory firm in Palm Desert, CA, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2025.

- CRD: 134286
- Filed as: MARSHA LEE & COMPANY,INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Desert, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134286
- AdvisorCensus page: https://advisorcensus.com/firm/marsha-lee-and-company-inc-palm-desert-ca-134286

## Quick answers

**How is Marsha Lee & Company,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Marsha Lee & Company,inc. reports these compensation arrangements: commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marsha Lee & Company,inc. located?**
Marsha Lee & Company,inc.'s principal office is in Palm Desert, CA, according to its Form ADV.

**Is Marsha Lee & Company,inc. registered with the SEC or a state?**
Marsha Lee & Company,inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 134286.

**How much does Marsha Lee & Company,inc. manage?**
Marsha Lee & Company,inc. reports $33,225,999 in regulatory assets under management in its Form ADV filing dated March 6, 2025 (100% discretionary).

**What types of clients does Marsha Lee & Company,inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24).

**Does Marsha Lee & Company,inc. 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/134286

## From the Form ADV filing

### Compensation (Item 5.E)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $33,225,999
- Discretionary: $33,225,999
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 24 | $33,225,999 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marsha Lee & Company,inc. (CRD 134286): Form ADV filing data as of October 2026.