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Marsh Wealth Management
Marsh Wealth Management is a registered investment advisor and multi-family office headquartered in New York.
Marsh Wealth Management
Marsh Wealth Management is a registered investment advisor and multi-family office headquartered in New York. The firm's founding year and wealth origin are not publicly disclosed. It provides comprehensive wealth management services including investment management, estate planning, and tax strategy. The firm focuses on asset allocation across equities, fixed income, alternatives, and private markets. It structures portfolios through direct securities, managed accounts, and third-party fund vehicles. Geographic exposure centers on US markets with some international diversification. Team size and total assets under management are not publicly disclosed. The firm maintains a New York office and has not identified additional locations. No philanthropic vehicles or operating businesses have been associated with the firm in public records. Marsh Wealth Management differentiates itself through a client-service model centered on holistic financial planning and multi-generational wealth transfer. Its RIA structure provides fiduciary oversight without proprietary product sales.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Marsh Wealth Management?
The firm has not publicly named its investment decision-makers or principals. As a private RIA, leadership details are not disclosed in public filings or the firm's communications.
How does Marsh Wealth Management source proprietary deal flow?
There is no public evidence that the firm sources proprietary deal flow. It likely relies on third-party investment platforms and traditional asset managers for portfolio construction.
Is Marsh Wealth Management structured as a single family office or a multi-family office?
The firm operates as an RIA and multi-family office, serving multiple unrelated families. It is not a single-family office.
Does Marsh Wealth Management participate in fund commitments or only direct deals?
Public information does not specify fund commitments versus direct deal activity. Given its RIA structure, it likely uses a mix of pooled vehicles and separately managed accounts.
What investment stages does Marsh Wealth Management typically target?
The firm does not publicly disclose target investment stages. Based on its multi-family office role, it likely focuses on diversified, conservative asset allocation rather than stage-specific investing.
Which sectors does Marsh Wealth Management explicitly avoid?
The firm has not publicly identified any sectors it avoids. Its investment universe is not disclosed.
How is Marsh Wealth Management related to other Marsh entities (e.g., Marsh & McLennan)?
There is no public evidence of a direct corporate relationship between Marsh Wealth Management and Marsh & McLennan Companies. The surname 'Marsh' may be coincidental or unaffiliated.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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