Michael Marsh has been Member/Chief Compliance Officer of Marsh Wealth Management since November 2015, is a control person of the firm and directly owns between 50% and 75% of it.
Marsh Wealth Management, LLC is a Knoxville, TN firm with $182M under management, 181 clients and 3 advisers in one office, as of its March 2026 filing.
Michael Marsh is Principal of Marsh Wealth Management. He has over 30 years of experience in public accounting, providing advisory services to the banking, insurance and investment fund industries. He provides tax and technical expertise to the financial planning process as part of the firm's integrated team approach.
- Marsh Wealth Management, LLCCurrent– present · 9 yearsKnoxville, TN · Adviser representative · Firm CRD 282111
Professional designations
Listed by Marsh Wealth Management
- CPA
Investment adviser representative registrations
Michael Marsh is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2017; the most recent is Texas, in March 2021.
- TennesseeSince 4 May 2017
- TexasResidentSince 15 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Burns Marsh
- CRD
- 6615784
- Firm
- Marsh Wealth Management · CRD 282111
- Role
- Member/Chief Compliance Officer
- Office
- 504 EBENEZER ROAD, Knoxville, TN 37923
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marshwealth.com
Where does Michael Marsh work?
Michael Marsh has been Member/Chief Compliance Officer of Marsh Wealth Management, LLC since November 2015, and is a control person of the firm.
Is Michael Marsh a financial advisor?
Yes. Michael Marsh has a current investment-adviser registration in Tennessee and Texas, through Marsh Wealth Management since May 2017.
How many years of experience does Michael Marsh have?
Michael Marsh has 9 years in the financial industry, since May 2017, across 1 adviser firm.
What exams has Michael Marsh passed?
Michael Marsh passed the Series 65 in May 2017.
Where is Michael Marsh based?
Michael Marsh’s registered office is in Knoxville, TN.
Is Michael Marsh registered with FINRA?
No. Michael Marsh has no current broker registration.
How can I verify Michael Marsh’s record?
Search CRD 6615784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Marsh’s full registration record.
