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MAR WEALTH MANAGEMENT SERVICES, LLC

WEST PALM BEACH, FL · CRD 167335 · IAPD ↗ · marwealthmanagement.com · 800-708-6285

$125.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — MAR WEALTH MANAGEMENT SERVICES, LLC (WEST PALM BEACH, FL) is newly SEC-registered with $125.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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