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MARSH WEALTH MANAGEMENT, LLC

KNOXVILLE, TN · CRD 282111 · IAPD ↗ · 865-622-2162

$182.3MRegulatory AUM
3Advisory reps
6Employees
5Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — MARSH WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
May 2025 — MARSH WEALTH MANAGEMENT, LLC now reports custody of client assets ($24.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2024 — MARSH WEALTH MANAGEMENT, LLC (KNOXVILLE, TN) is newly SEC-registered with $138.5M RAUM and 2 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.