CRD: 123661
Marshall Wealth Management, LLC
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- Custodian
- Altruist · Merrill Lynch · SSG
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-2003
- Office Locations
- 1
Office Locations
About Marshall Wealth Management, LLC
Marshall Wealth Management, LLC is a Texas-registered RIA focused on helping families—especially in the African American community—build wealth through financial planning, investment planning, and ongoing wealth management. The firm emphasizes financial education and coaching, delivering community workshops and seminars through partnerships with churches, universities, and other civic organizations. Portfolios commonly use ETFs and public funds alongside cash management.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 172 clients, or 172 clients per representative. That equates to $36.0K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on January 14, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAMES LOUIS MARSHALL JR
Chief Compliance Officer, President
- CRD
- #1947199
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,200,000 | -- |
| Total | $6,200,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Marshall Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.