CRD: 167335
MAR Wealth Management Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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