Mar Wealth Management Services, LLC

Mar Wealth Management Services, LLC (CRD# 167335) is a financial advisory firm headquartered in Delray Beach, FL. They manage $51,376,023 in 108 accounts and serve the financial needs of clients across 1 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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Mar Wealth Management Services, LLC
Showing 1 - 1 of 1 top financial advisors.
Maricela A. Ramos
CRD#: 3238893
54 Ne Fourth Avenue, Delray Beach, FL 33483

Maricela Ramos (CRD# 3238893) is an Investment Advisor Representative working at Mar Wealth Management Services, LLC in Delray Beach, FL and has over 15 years of experience in the finance industry. Maricela Ramos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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