Disclosures

Form ADV
Part 2

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Document Coming Soon

The Form ADV Part 2 (Brochure) will be posted here once Marbot Wealth, LLC completes its SEC registration. This document provides detailed information about our advisory services, fees, investment strategies, and potential conflicts of interest as required by the Investment Advisers Act of 1940.

What the ADV Part 2 covers

Advisory Services & Fees

A full description of our services, fee schedules, billing practices, and any additional charges clients may incur.

Methods of Analysis & Investment Strategies

How we analyze investments, the strategies we use, and the risks associated with those strategies.

Disciplinary Information

Any legal or disciplinary events material to a client's evaluation of our advisory business.

Code of Ethics & Conflicts of Interest

Our code of ethics, any affiliated relationships, and how we handle actual or potential conflicts of interest.

Custody & Brokerage Practices

How client assets are held, which custodians we use, and our brokerage practices and soft dollar arrangements.

Once filed, you will be able to download the full ADV Part 2 brochure as a PDF. You can also find all SEC-registered investment advisor disclosure documents at adviserinfo.sec.gov.

Have questions before the document is available? Contact us directly — we're happy to answer anything about our practices, fees, or how we operate.