Marbella Wealth Advisory Group

Marbella Wealth is a fee-only financial planning and investment management firm offering personalized, forward-thinking guidance to simplify complexity,...

Overview

Marbella Wealth is a fee-only financial planning and investment management firm offering personalized, forward-thinking guidance to simplify complexity, protect assets, and plan for the future. Services include retirement planning, estate and legacy planning, charitable planning, business and executive planning, investment management, education planning, and coordination with other professionals. The firm is independent and fee-only, acting as a fiduciary, and serves high-net-worth individuals, business owners, executives, and retirees. Marbella Wealth Advisory Group, LLC is a Georgia-based Investment Advisor registered with the Georgia Securities Division.

Website

marbellawealth.net

General information

Firm type

Multi Family Office

Location

Country

United States

Principals

Sally Shelton

CFP®, Founder & Financial Advisor

Who owns or controls Marbella Wealth Advisory Group?

The ownership structure of Marbella Wealth Advisory Group is not publicly disclosed. The firm's principals and shareholders are not listed in commonly available corporate registries or financial databases. Without specific filings or a public website, the individual or group controlling the firm remains unknown.

Does Marbella Wealth Advisory Group manage assets directly or sub-advise?

There is no public information on whether the firm manages assets directly through proprietary strategies or outsources management to third-party sub-advisors. Most RIAs of modest scale use a combination of direct management and outsourced chief investment officer (OCIO) services, but for this firm, the approach is unconfirmed.

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