SourcingSourcing

MARSH WEALTH MANAGEMENT, LLC

C43
CRD 282111·SEC 801-130732·KNOXVILLE, TN
AUM
$182.3M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$547K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARSH WEALTH MANAGEMENT, LLC
CRD
282111
SEC file #
801-130732
EIN
—
DBA names
—

Economics

AUM
$182.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$168.4M → $182.3M▲ +8%
Client mix
Individuals Other132
Individuals High Net Worth49

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
facebook.com/marshwealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Marsh, Michael, Burns
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Marsh, Michael, Burns
MARSH, YVONNE, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:marsh.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2315
Soi Zip Pct 200k Plus
0.054
Soi Zip Returns 200k Plus
810
Soi Zip Total AGI
1,135,353
Fdic Zip Total Deposits
17,550,665,000
Fdic Zip Branch Count
367
Fdic Zip Top Banks
Regions Bank
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Wells Fargo4
E*trade4
Fdic Zip Branches Raw
Third National Bank of East TennesseeKnoxville, TN
Charter Federal Savings BankKnoxville, TN
Fdic Zip HHI
1124.69
Fdic Zip Top Bank Share Pct
20.32
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,290
Returns3,740
Stub 2
AGI140,040
Returns3,800
Stub 3
AGI145,923
Returns2,360
Soi Zip Total Business Income
61,919
Soi Zip Total Cap Gains
30,093
Soi Zip Total Dividends
21,674
Soi Zip Total Returns
14,990
Top Owner CRD
6615784
Trust Company Affiliate
No

People (3)

3
Marsh, Michael, Burns
IAR · Direct Owner · 62.5%
6615784
MARSH, YVONNE, M
IAR · Direct Owner · 62.5%
4227208
JEFFREY ALAN LOOS
IAR
2223102