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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-28-2019
- Office Locations
- 1
Office Locations
About Soaring Wealth LLC
Soaring Wealth LLC provides integrated financial planning, investment management, and tax preparation for busy, high-earning professionals with complex equity compensation and cross-border needs. The firm advises founders and key employees on RSUs and stock options and helps US families navigate multi-jurisdiction tax and estate issues, especially US–Europe. Founder Malissa Marshall is a CFP professional and long-tenured IRS Enrolled Agent with Big Four consulting experience and near-fluent German, serving clients virtually worldwide.
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Owner & Executives
Malissa M Marshall
Certified Financial Planner, Chief Compliance Officer, FOUNDER
- CRD
- #6855567
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,233,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,233,923 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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