# Marsh Wealth Management

Marsh Wealth Management is a Multi Family Office based in Knoxville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Knoxville, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 282111
- **SEC file number:** 801-130732
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282111

## About

Marsh Wealth Management, LLC is an SEC-registered investment adviser in Knoxville, TN, registered since 2024. The firm manages $182 million in assets on a discretionary basis. It has 6 employees and 3 investment advisers.

## Sectors

- Private Wealth Management
- Financial Planning
- Asset Allocation

## 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.

### Which sectors does Marsh Wealth Management explicitly avoid?

The firm has not publicly identified any sectors it avoids. Its investment universe is not disclosed.

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Last updated: 2026-07-06T01:24:20.921Z

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