Data / Investment advisers / Florida / Mar Wealth Management Services, LLC
Mar Wealth Management Services, LLC, West Palm Beach, FL: $125 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mar Wealth Management Services, LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $125 million in regulatory assets under management in its Form ADV filed June 4, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 167335
- SEC file number
- 801-136289
- SEC status
- Approved, effective May 29, 2026
- Main office
- 500 Australian Avenue South Suite 600, West Palm Beach, FL 33401
- Phone
- (800) 708-6285
- Website
- marwealthmanagement.com
- Regulatory AUM
- $125,115,200 in the Form ADV filed June 4, 2026
- Discretionary AUM
- $75,726,133
- Non discretionary AUM
- $49,389,067
- Accounts
- 133
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- June 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $106 million |
| Individuals (other than high net worth individuals) | 22 | $7.9 million |
| Charitable organizations | 5 | $6.1 million |
| Corporations or other businesses | 2 | $5.1 million |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Global Trust Wealth Management LLC | West Palm Beach | $213.7 million | Not listed | adviserinfo.sec.gov |
| SRT Group LLC | West Palm Beach | $205.6 million | 1 | adviserinfo.sec.gov |
| Lightview Capital, LLC | West Palm Beach | $157.6 million | 5 | adviserinfo.sec.gov |
| Ruggiero Investments | West Palm Beach | $137.6 million | Not listed | adviserinfo.sec.gov |
| Gordon Asset Management LLC | West Palm Beach | $128.9 million | 3 | adviserinfo.sec.gov |
| Landmark Investment Partners, L.P. | West Palm Beach | $124.9 million | 1 | adviserinfo.sec.gov |
| Center Lake Capital Management, LLC | West Palm Beach | $77.9 million | 1 | adviserinfo.sec.gov |
| Township Capital, LLC | West Palm Beach | Not listed | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Mar Wealth Management Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.