Marchi Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marchi Investments LLC is a state-registered investment adviser that generally provides investment management and financial planning for individuals and high-net-worth clients. The brochure lists services such as risk-tolerance assessments, asset allocation and selection, portfolio monitoring, and tailored financial planning.
The firm describes an investment approach that combines fundamental security analysis and modern portfolio theory with a preference for low-cost indexing and buy-and-hold strategies, while allowing periodic rebalancing or more active trading when circumstances warrant. Accounts are reviewed at least quarterly and recommendations are described as financial-planning led and tailored to each client’s objectives, risk tolerance and time horizon.
Marchi Investments is making an initial Form ADV filing and reported $0 in assets under management as of December 31, 2025, which distinguishes it as a newly formed advisory practice. The brochure’s fee-negotiation language (which explicitly references the nature of the relationship, “e.g., institutional or private client,” and other client-specific conditions) indicates an openness to serve non-individual entities — such as corporate, pension, charitable, insurance, banking, other-adviser or similar institutional clients — a set of client types that is less common among solo independent advisers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Main office
Waunakee WI
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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