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MARKS GROUP WEALTH MANAGEMENT, INC.
CRD 148679 · SEC 801-69685
4350 BAKER ROAD, SUITE 245, MINNETONKA, MN, 55343, United States
Phone
952-582-6100
Fax
952-582-6110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.02B
Discretionary AUM
$1.76B
Team
14 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 374 | $149.8M |
| High net worth individuals | 408 | $1.37B |
| Pension/profit sharing plans | 12 | $201.5M |
| Charitable organizations | 11 | $282.2M |
| Corporations/business entities | 4 | $11.2M |
States served
AL, AZ, CA, IL, IN, IA, LA, MN, NE, NY, ND, WI, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD