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MARQUISE WEALTH MANAGEMENT, LLC
CRD 164623
2116 CROWN CENTRE DR, SUITE 100, CHARLOTTE, NC, 28227, United States
Phone
704-246-8402
Fax
704-443-7506
Registration
— (—)
Source
State registered
Total AUM
$38.9M
Discretionary AUM
$38.9M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $11.1M |
| High net worth individuals | 10 | $27.8M |
All web addresses on file
Official SEC filing: View on IAPD