Mark Vogel Wealth Management, LLC

Overview

Mark Vogel Wealth Management, LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for high-net-worth individuals, families and select institutions. The firm’s stated business activity is a law firm, and its advisory services cover portfolio management for individuals/small businesses as well as for businesses or institutions. Investment approach centers on equity exposure, with the firm favoring exchange-traded securities held in separately managed formats and managed with discretion. Fee arrangements include a percentage of AUM and performance-based components, which suggests the firm blends traditional advisory compensation with incentive-aligned structures for certain mandates. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. Given the small client base and the mix of fee types, the manager appears to pursue concentrated, actively managed equity portfolios supplemented by third-party alternative managers where appropriate.

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Public Holdings

Investments & Alternatives

Location & Offices