Marquette Wealth Management
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 282482
- Registered since
- January 28, 2016
- Website
- www.marquettewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.12%
- Individuals4.57%
- Charitable Organizations3.91%
- Corporations / Businesses2.55%
- Other1.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Marquette Wealth Management is an independent LLC investment adviser that registered with the SEC in 2016. The firm charges fees as a percentage of assets under management and serves both individual & family clients and institutional investors. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and selection of third‑party advisers. Marquette positions itself as a capital allocator and identifies as an active ESG investor. The firm received recognition as a Top RIA Firm from FA Magazine in 2020.
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
- Exchange Traded Equities76%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents4%
- Private Funds3%
- US Government Bonds1%
Contacts
3 of 4
Valerie Thomas Ruth
Managing DirectorCRD 5500991
Jordan Elling
Wealth AdvisorCRD 6508177
Christopher Vernier
PresidentCRD 2617017
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$773M in ETFs
65%
$505M
35%
$268M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $154M | 4,298,748 | 19.98% |
Location
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 11100 Wayzata Blvd
- Time zone
- CT (UTC-6)
- Office locations
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