Markiz Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 127371
- Registered since
- May 15, 2019
- Website
- www.markizwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI90.58%
- Individuals8.24%
- Charitable Organizations1.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Markiz Wealth Management is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC registered (2019) and operates on a fee-for-service model, typically charging hourly or fixed fees for planning and advisory work. It does not position itself as a capital allocator and does not emphasize ESG investing. Services focus on client-level financial planning and discretionary portfolio management rather than institutional pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities10%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$66.3M in ETFs
94%
$62M
1%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $2.8M | 35,647 | 4.22% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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