Overview
Assets Under Management: $172 million
Headquarters: AMES, IA
High-Net-Worth Clients: 54
Average Client Assets: $1.7 million
Frequently Asked Questions
MARRS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152280), MARRS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MARRS WEALTH MANAGEMENT, LLC is headquartered in AMES, IA.
MARRS WEALTH MANAGEMENT, LLC serves 54 high-net-worth clients according to their SEC filing dated September 28, 2018. View client details ↓
According to their SEC Form ADV, MARRS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MARRS WEALTH MANAGEMENT, LLC manages $172 million in client assets according to their SEC filing dated September 28, 2018.
According to their SEC Form ADV, MARRS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.87%
Average Client Assets: $1.7 million
Total Client Accounts: 950
Discretionary Accounts: 949
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 152280
Filing ID: 1243127
Last Filing Date: 2018-09-28 11:56:00