MARKS WEALTH MANAGEMENT
Firm details
- Headquarters
- ELLICOTT CITY, Maryland
- CRD number
- 310534
- Registered since
- September 17, 2020
- Website
- www.markswm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.69%
- Individuals26.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Marks Wealth Management is an independent, SEC-registered RIA organized as an LLC and operating under individual ownership. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients, charging fees as a percentage of assets under management. Marks is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and does not report related-adviser relationships or multi-state advisory status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds69%
- Cash & Cash Equivalents24%
- Exchange Traded Equities4%
- US Government Bonds2%
- Private Funds1%
Owners & executives
1 of 1CHARLES MARKS
Chief Executive OfficerCRD 5784332
Contacts
3 of 3Finn Drew
Private Wealth AdvisorCRD 7845596
Finnian Devine
Junior AssociateCRD 7859030
CATHERINE JACKSON
Principal & Financial PlannerCRD 6620068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$379M in ETFs
92%
$347M
9%
$32.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $238M | 2,158,181 | 62.80% |
Location
ELLICOTT CITY, MD
HOWARD
Location
ELLICOTT CITY, MD
Headquartered in ELLICOTT CITY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- HOWARD
- Address
- 11690 Frederick Rd
- Time zone
- ET (UTC-5)
- Office locations
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