# Marshall Wealth Management

Marshall Wealth Management is a RIA based in Sugar Land, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Sugar Land, United States
- **Region:** North America
- **Address:** Marshall, TX, United States
- **Assets under management:** Undisclosed
- **Website:** marshallwealth.com

## Regulatory record

- **CRD number:** 123661
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123661

## About

Marshall Wealth Management is a group of experienced financial professionals based in Norwell, MA. The team is all located in one office and is trained in their respective fields to help clients with seven key areas of financial planning: estate and legacy planning, retirement planning, income tax planning, investment planning, cash flow and budget, insurance and risk management, and assistance to loved ones. They serve individuals, families, and business owners and focus on building long-term relationships rooted in trust, integrity, and open communication.

## Sectors

- Energy
- Real Estate
- Private Credit

## Questions

### What investment stages does Marshall Wealth Management target?

The office does not invest in venture capital or startup-stage companies. Its deployment targets cash-flowing assets: producing mineral and royalty interests, stabilized income-producing commercial real estate in secondary markets, and short-duration asset-backed private credit. The investment posture is yield-oriented and risk-mitigated rather than growth-focused.

## Related profiles

- [Financial Vision](https://altss.com/profile/financial-vision-llc)
- [Frazee Investment Consulting](https://altss.com/profile/frazee-investment-consulting-inc)

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Last updated: 2026-08-11T15:07:26.757Z

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