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MARKS WEALTH MANAGEMENT
MARKS WEALTH, LLC
CRD 310534 · SEC 801-119442
11690 FREDERICK RD, ELLICOTT CITY, MD, 21042, United States
Phone
(410) 934-1199
Fax
443-920-7281.
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.2M
Discretionary AUM
$409.2M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $107.7M |
| High net worth individuals | 132 | $301.6M |
States served
DE, LA, MD, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD