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, individually owned registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2020) and primarily serves individual and family clients with advisory services billed as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not position itself as a capital allocator, is not focused on ESG investing, and does not market pension consulting or multi-state advisory services.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$643M in ETFs
100%
$641M
<1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $186M | 265,120 | 28.91% |
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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