MARSHALL WEALTH MANAGEMENT, LLC

MARSHALL WEALTH MANAGEMENT, LLC of SUGAR LAND, TX is an SEC-registered investment adviser (CRD 123661). Regulatory assets under management: $6.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 123661
• Type: Registered investment adviser
• Location: 1404 LAKE POINT PKWY, SUGAR LAND, TX, 77478
• Phone: 832-440-7293
• Latest filing: 2026-01-14
• Regulatory AUM: $6.2M
• Non-discretionary AUM: $6.2M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123661 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search