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MARKLE WEALTH MANAGEMENT

MARKLE, DAVID SEAN

CRD 170513

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$8.9M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-01-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals22$8.9M

All web addresses on file

Official SEC filing: View on IAPD