M
$182.3M Total AUM
$181.9M Disc. AUM
-- 3Y CAGR
6 Employees
186 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Meridian alphaCatalyst +more
- Established Date
- 02-02-2016
- Office Locations
- 1
Office Locations
504 Ebenezer Road Knoxville TN
About Marsh Wealth Management, LLC
Marsh Wealth Management is a Knoxville, TN fiduciary RIA providing personalized wealth management, investment strategy, and financial planning, plus healthcare/Medicare guidance and tax-smart retirement distribution planning. The team includes CPAs (Mike and Yvonne Marsh) and a CFP professional, serving near-retirees, retirees, and high-net-worth families with goal- and risk-based portfolios.
Team overview
59 AVG AGE
$60.8M AVG AUM / ADVISOR
$980.1K AVG AUM / CLIENT
6.7 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Insight legacy Summit glacier Peak
Client Personas
Wave beacon Atlas value
Custodian
Quantum Glacier Alpha Summit Ember Capital timber Prime wave Optima Vital
Investment Themes
Atlas focus Atlas wave Insight Focus pathway
Investment Vehicles
Meridian optima
Platform
Insight harbor Element oak
Services
Glacier vital Capital Ridge Ember momentum Ember Harbor vector Unison Quantum Catalyst Unison Atlas alpha Quantum
Technology
Meridian horizon Pioneer crest Prime momentum
Owner & Executives
M
Michael Burns Marsh
Advisor, Chief Compliance Officer
- CRD
- #6615784
- Ownership
- 50% but less than 75%
(371) 483-1856
wave.atlas@frontiercapital.com
in linkedin.com/in/ridge-pathway
YVONNE M MARSH
Investment Advisor Representative, Managing Member
- CRD
- #4227208
- Ownership
- 50% but less than 75%
(255) 434-3089
value.ridge@optimacapital.com
in linkedin.com/in/focus-vector
Showing 2 of 2 owners & executives
Unlock allContacts
JEFFREY ALAN LOOS
Wealth Strategist
- CRD
- #2223102
(285) 368-1913
matrix.optima@vitalcapital.com
in linkedin.com/in/eagle-value
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,856,078 | $322,440 |
| Non-Discretionary | $448,118 | $448,118 |
| Total | $182,304,196 | $322,662 |
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Separately Managed Accounts
Total SMA Asset: $182,304,196
Public Funds:
30.4% Equity - Exchange:
13.2% Cash:
27.0% Corporate - Investment Grade:
11.2% Municipal Bonds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,146,765,671 | 30.4% |
| Equity - Exchange | $497,937,726 | 13.2% |
| Cash | $1,018,508,984 | 27.0% |
| Corporate - Investment Grade | $422,492,616 | 11.2% |
| Municipal Bonds | $686,550,501 | 18.2% |
| Total | $3,772,255,498 | 100.0% |