Marshall Wealth Management, LLC

Marshall Wealth Management, LLC (CRD# 123661) is a financial advisory firm headquartered in Houston, TX. They manage $2,000,000 in 58 accounts and serve the financial needs of clients across 2 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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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.


Financial Advisors at Marshall Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
James L. Marshall
CRD#: 1947199
7322 Southwest Freeway, Suite 1940, Houston, TX 77074

James Marshall (CRD# 1947199) is an Investment Advisor Representative working at Marshall Wealth Management, LLC in Houston, TX and has over 24 years of experience in the finance industry.

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