Be advised. This firm is no longer registered.

Kling & Marsh Wealth Management, LLC

Kling & Marsh Wealth Management, LLC (CRD# 130336) is a financial advisory firm headquartered in Pittsford, NY. They manage $6,100,495 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Kling & Marsh Wealth Management, LLC
No Advisor Found.
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