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Multi Family OfficeNo direct investingLAST VERIFIED Aug 2026 · 1 SOURCES

Marbella Wealth Advisory Group

Multi family office in the United States.

Identity

HEADQUARTERS
United States

Overview

This multi family office has its headquarters in the United States. 1 person is named on its team.

People

  • Sally Shelton
    CFP®, Founder & Financial Advisor · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

Marbella Wealth Advisory Group is a multi family office based in the United States.

Marbella Wealth Advisory Group does not publicly state whether it invests directly or through funds.

Key people at Marbella Wealth Advisory Group include Sally Shelton (CFP®, Founder & Financial Advisor).