Markiz Wealth Management

Overview

Markiz Wealth Management is an independent, SEC-registered registered investment adviser that began registration in 2019 and is owned by an individual. The firm focuses on fee-based advice for individuals and families, offering financial planning and discretionary portfolio management for individual investors and small businesses. Fee arrangements are non-asset-based, primarily hourly and fixed-fee engagements. Investment oversight emphasizes public funds and mutual funds for core allocations, and the firm does not identify as an active ESG investor. The adviser lists an accountant among its industry affiliations and does not position itself as a multi-manager capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices