CRD: 123661
Marshall Wealth Management, LLC
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- Custodian
- Altruist · Merrill Lynch · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- Summit peakQuantum +more
- 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.
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Owner & Executives
JAMES LOUIS MARSHALL JR
Chief Executive Officer, Co Founder, President
- CRD
- #1947199
- Ownership
- 75% or more
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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
Total SMA Asset: $6,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,404,670,373 | 29.1% |
| Public Funds | $3,462,394,798 | 41.9% |
| Cash | $2,396,406,900 | 29.0% |
| Total | $8,263,472,071 | 100.0% |