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).
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Total Assets Under Management94MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$828,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, TX
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.
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.
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.