CRD: 167335
MAR Wealth Management Services, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-18-2013
- Office Locations
- 1
Office Locations
About MAR Wealth Management Services, LLC
MAR Wealth Management Services, LLC is a West Palm Beach, FL RIA serving retail and institutional clients, including entrepreneurs, with financial and investment planning, portfolio construction, and tax, estate and legacy planning plus insurance support. The firm focuses on asset allocation and risk management using ETFs, mutual funds, fixed income and select alternatives. Custody relationships include Charles Schwab and J.P. Morgan.
Reported data analysis
What the numbers show
Of the latest reported AUM, 60.5% is discretionary and 39.5% is non-discretionary.
The firm reports 3 advisory representatives and 53 clients, or 17.7 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on June 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full MAR Wealth Management Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTIAN MARCOS RAMOS
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #6183726
- Ownership
- 50% but less than 75%
MARICELA AMELIA RAMOS
Managing Member, President
- CRD
- #3238893
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN CULLEN PATTEN JR
Vice President
- CRD
- #2700375
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,726,133 | $841,401 |
| Non-Discretionary | $49,389,067 | $1,148,583 |
| Total | $125,115,200 | $940,716 |
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Separately Managed Accounts
SMA allocation detail is available
MAR Wealth Management Services, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.