Marsh Wealth Management, LLC

Marsh Wealth Management, LLC (CRD# 282111) is a financial advisory firm headquartered in Knoxville, TN. They manage $138,530,913 in 531 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
504 Ebenezer Road, Knoxville, TN 37923
https://www.twitter.com/marshwealth
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $260,887
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Marsh Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Marsh, financial advisor Knoxville TN
Michael B. Marsh
CRD#: 6615784
504 Ebenezer Road, Knoxville, TN 37923

Michael Marsh (CRD# 6615784) is an Investment Advisor Representative working at Marsh Wealth Management, LLC in Knoxville, TN and has over 6 years of experience in the finance industry.

2
Yvonne Marsh, financial advisor Knoxville TN
Yvonne M. Marsh
CRD#: 4227208
504 Ebenezer Road, Knoxville, TN 37923

Yvonne Marsh (CRD# 4227208) is an Investment Advisor Representative working at Marsh Wealth Management, LLC in Knoxville, TN and has over 11 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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