RIA Intel›Advisers›Texas›MARSHALL WEALTH MANAGEMENT, LLC

MARSHALL WEALTH MANAGEMENT, LLC

Advisory

SUGAR LAND, TX

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in TX
#2,459
of 2,813 advisers by AUM
Average account
$67K
across 92 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$6M
Discretionary %
0%
Clients
92
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$0
Non-Discretionary AUM$6M
Discretionary %0%
Total Clients92
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

CARVALHO INVESTMENT GROUP, LLC
AUSTIN, TX
$6M
HOLT WEALTH MANAGEMENT LLC
BORGER, TX
$6M
RG ALTS, LP
DALLAS, TX
$6M
-88.7% 1Y
STADTLER CAPITAL MANAGEMENT, LLC
FORT WORTH, TX
$6M
MHB ADVISORY SERVICES, LLC
$6M
PANTHER CAPITAL GROUP, LLC
FT. WORTH, TX
$6M
+22.0% 1Y

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