Marsh Wealth Management, LLC

Marsh Wealth Management, LLC (CRD# 282111) is a financial advisory firm headquartered in Knoxville, TN. They manage $20,401,690 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $123,647
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

TN

Financial Advisors at Marsh Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Yvonne M. Marsh
CRD#: 4227208
1341 Branton Blvd, Ste 105, Knoxville, TN 37922
93
Wealthminder
score

Yvonne Marsh (CRD# 4227208) is an Investment Advisor Representative working at Marsh Wealth Management, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.

2
Michael B. Marsh
CRD#: 6615784
1341 Branton Blvd, Ste 105, Knoxville, TN 37922
87
Wealthminder
score

Michael Marsh (CRD# 6615784) is an Investment Advisor Representative working at Marsh Wealth Management, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

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