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MMA ASSET MANAGEMENT LLC

CONSHOHOCKEN, PA · CRD 155426 · IAPD ↗ · marshmma.com · 610-684-3200

$787.8MRegulatory AUM
18Advisory reps
19Employees
4Clients
1-10Planning clients
0Private funds
32States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — MMA ASSET MANAGEMENT LLC notice-filed in CO, DC, DE, ID, KS, KY, MA, MD, MN, MO, MT, NE, NV, OH, OK, TN, UT, VT, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — MMA ASSET MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — MMA ASSET MANAGEMENT LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — MMA ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($463.0M -> $638.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.