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MARQUETTE WEALTH MANAGEMENT
MARQUETTE ASSET MANAGEMENT, LLC
CRD 282482 · SEC 801-107122
150 SOUTH FIFTH STREET, SUITE 2800, MINNEAPOLIS, MN, 55402, United States
Phone
612-661-3770
Fax
612-661-3737
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$871.6M
Discretionary AUM
$871.6M
Team
7 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $30.6M |
| High net worth individuals | 115 | $761.3M |
| Pension/profit sharing plans | 2 | $7.8M |
| Charitable organizations | 7 | $35.8M |
| Corporations/business entities | 2 | $25.7M |
States served
AZ, CA, CO, MN, WI, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD