About Marriott Wealth Advisors
Marriott Wealth Advisors is a Financial Services company based in Hot Springs Village (United States) founded in 2011 by Joseph Marriott, and was acquired by Sanctuary Wealth in July 2022. Provider of financial, retirement and wealth management services. Marriott Wealth Advisors offers products and services including Retirement Planning Service, Wealth Management Service, Seminar Programs, and Guide Downloads. Its focus areas include Asset Management and Diversified. Its legal entity is Marriott Wealth Advisors, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Marriott Wealth Advisors was established in 2011 by founder Joseph Marriott in Hot Springs Village, United States. Operations are centered on the financial services sector, with a focus on retirement planning and wealth management. Core services encompass personalized financial advisory, investment strategies, and retirement solutions for individual clients. The firm maintains its primary base in the United States, serving clients through dedicated wealth advisory practices.
- Headquarters Hot Springs Village, United States
- Founders Joseph Marriott
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mwaretirement.com
- Social X YouTube
- Acquired by Sanctuary Wealth (Jul 2022)
- Legal Name Marriott Wealth Advisors, Inc.
- Investors
- Acquired bySanctuary Wealth
(Jul 2022)
Products & Services of Marriott Wealth Advisors
Marriott Wealth Advisors offers a comprehensive portfolio of products and services, including Retirement Planning Service, Wealth Management Service, Seminar Programs, and Guide Downloads.
Helps assess finances and create retirement strategies.
Provides investment and insurance product recommendations.
Offers sessions on retirement income and tax strategies.
Delivers free guides on taxes and financial diversification.
Apps and channels of Marriott Wealth Advisors
its YouTube channel The Reel Hot Springs Village has 22 subscribers and 14 videos.
Videos from Marriott Wealth Advisors
The most watched videos on Marriott Wealth Advisors's YouTube channel, The Reel Hot Springs Village (22 subscribers). Click a video to play it here.
More on The Reel Hot Springs Village.
Investors in Marriott Wealth Advisors
Marriott Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sanctuary Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Solutions are provided to wealth managers for client management. | 2018 | sanctuarywealth.com | Indianapolis, United States |
Investor details for Marriott Wealth Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Marriott Wealth Advisors
1 people are tracked at Marriott Wealth Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Joseph Marriott | Founder | Leadership |
Complete people profiles for Marriott Wealth Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Marriott Wealth Advisors
2 dated milestones of Marriott Wealth Advisors across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Marriott Wealth Advisors is founded.
- Exit Acquired by Sanctuary Wealth.
Competitors of Marriott Wealth Advisors
Marriott Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Marriott Wealth Advisors
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- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Marriott Wealth Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Marriott Wealth Advisors
Marriott Wealth Advisors was founded in 2011.
Marriott Wealth Advisors is headquartered in Hot Springs Village, United States. It is registered at Hot Springs Village, Arkansas, United States.
Marriott Wealth Advisors was established in 2011 by founder Joseph Marriott in Hot Springs Village, United States. Operations are centered on the financial services sector, with a focus on retirement planning and wealth management. Core services encompass personalized financial advisory, investment strategies, and retirement solutions for individual clients. The firm maintains its primary base in the United States, serving clients through dedicated wealth advisory practices.
Marriott Wealth Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Marriott Wealth Advisors offers Retirement Planning Service, Wealth Management Service, Seminar Programs, and Guide Downloads.
Marriott Wealth Advisors has 1 investor. Key investors include Sanctuary Wealth.
Marriott Wealth Advisors operates through Marriott Wealth Advisors, Inc..
Yes. Marriott Wealth Advisors was acquired by Sanctuary Wealth in July 2022.