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 registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm is owned by an individual and focuses on serving private individuals and families, along with small-business clients. Its advisory work centers on financial planning and discretionary portfolio management, billed on a percentage-of-assets-under-management basis. Marks does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state or pension consultant adviser.
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 1
Charles Marks
Chief Executive OfficerCRD 5784332
Contacts
3 of 3
Finnian Devine
Associate Portfolio ManagerCRD 7859030
Catherine Jackson
Principal & Financial PlannerCRD 6620068
Richard Gloekler
Associate AdvisorCRD 8220653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$482M in ETFs
100%
$480M
<1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $108M | 541,454 | 22.46% |
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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