WEST PALM BEACH, FLCRD 167335Registration Status: ApprovedEffective since May 29, 2026Latest ADV June 4, 2026
Mar Wealth Management Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated June 4, 2026, reports $125M in regulatory assets under management, 3 employees, 3 offices, and 133 accounts.
Assets Under Management
$125M
Employees
3
Offices
3 offices
Total Clients
53
Primary office
WEST PALM BEACH, FL
500 AUSTRALIAN AVENUE SOUTH, SUITE 600, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.3% of total clients.
Top client categories% of clientsClients
1
HNWI
45.3%
24
2
Individuals
41.5%
22
3
Charitable
9.4%
5
4
Corporations
3.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of June 4, 2026
Discretionary60.5%
$76M
61% of total RAUM60.5%
Non-discretionary39.5%
$49M
39% of total RAUM39.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts133
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee18:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.