Mar Wealth Management Services, LLC

Mar Wealth Management Services, LLC (CRD# 167335) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $94,487,614 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
500 Australian Avenue South, Suite 600, West Palm Beach, FL 33401
http://www.marwealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $828,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Mar Wealth Management Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Patten, financial advisor West Palm Beach FL
John C. Patten
CRD#: 2700375
500 Australian Avenue South, Suite 600, West Palm Beach, FL 33401

John Patten (CRD# 2700375) is an Investment Advisor Representative working at Mar Wealth Management Services, LLC in West Palm Beach, FL and has over 27 years of experience in the finance industry.

2
Maricela Ramos, financial advisor West Palm Beach FL
Maricela A. Ramos
CRD#: 3238893
500 Australian Avenue South, Suite 600, West Palm Beach, FL 33401

Maricela Ramos (CRD# 3238893) is an Investment Advisor Representative working at Mar Wealth Management Services, LLC in West Palm Beach, FL and has over 21 years of experience in the finance industry.

3
Christian Ramos, financial advisor West Palm Beach FL
Christian M. Ramos
CRD#: 6183726
500 Australian Avenue South, Suite 600, West Palm Beach, FL 33401

Christian Ramos (CRD# 6183726) is an Investment Advisor Representative working at Mar Wealth Management Services, LLC in West Palm Beach, FL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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