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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Unison zenith
- Established Date
- 07-06-2018
- Office Locations
- 1
Office Locations
About Marsjewett Financial Group
MarsJewett Financial Group is a Bellevue, WA wealth management team providing comprehensive planning and investment management for individuals and families across retirement, estate, tax, education, charitable, business, and risk planning. The firm emphasizes a fiduciary, relationship-driven approach and a team-based service model where every client is supported by the full advisory team. Portfolios are primarily built with public funds and ETFs, with custody through Fidelity/NFS and Orion technology.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT ROBERT JEWETT
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2587905
- Ownership
- 25% but less than 50%
BRIAN GLENN MARS
Financial Advisor, General Partner, President
- CRD
- #4694440
- Ownership
- 25% but less than 50%
Quantum insight
Vertex horizon fusion
- CRD
- #30460
- Ownership
- 8.5%
Showing 2 of 5 owners & executives
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Lucas Robert Baker
Financial Advisor, General Partner
- CRD
- #7135210
Andrew Christopher Hall
Financial Advisor, General Partner
- CRD
- #7780634
Eagle vector
Signal fusion optima
- CRD
- #32517
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $895,597,611 | $431,198 |
| Non-Discretionary | $5,826,411 | $153,327 |
| Total | $901,424,022 | $426,205 |
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Separately Managed Accounts
Total SMA Asset: $901,424,022
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $500,072,706 | 26.1% |
| Equity - Exchange | $413,853,274 | 21.6% |
| Cash | $197,346,700 | 10.3% |
| Municipal Bonds | $421,517,224 | 22.0% |
| U.S. Government/Agency | $383,197,477 | 20.0% |
| Total | $1,915,987,381 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE UNISON | ALPHA WAVE | N7XNPM5IU | WDENT | 12.45% | $70,399,427 |
| GLACIER EAGLE | VALUE SUMMIT | 0FEN6SUN3 | DUX | 0.91% | $48,705,799 |
| MATRIX PATHWAY | SIGNAL INSIGHT | X0BUY4DHE | DND | 6.52% | $45,517,431 |
| PEAK TIMBER | VERTEX HARBOR | 8WR1I5EWB | UGSZI | 1.27% | $52,765,747 |
| CATALYST DELTA NORTH | ALPHA ELEMENT | PF5GJGEQY | OZJ | 3.18% | $51,607,982 |
| FUSION OPTIMA | CAPITAL VITAL | HLXI4ZK6L | PVBRR | 10.32% | $1,642,805 |
| MERIDIAN FOCUS LEGACY | PEAK PRIME | ADZ2ALSF7 | EVKD | 11.96% | $68,976,681 |
| SIGNAL TIMBER HORIZON | ELEMENT GLACIER | WIEGTIHSW | BJE | 9.71% | $60,288,499 |