MARQUETTE WEALTH MANAGEMENT
Firm details
- Headquarters
- MINNEAPOLIS, 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
- HNWI87.34%
- Charitable Organizations4.11%
- Individuals3.51%
- Corporations / Businesses2.95%
- Other1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Marquette Wealth Management is an independent, fee-based advisory firm organized as an LLC and registered with the SEC since 2016. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that blends financial planning with portfolio management for individuals, small businesses and institutions. Services include selection of outside managers in addition to in-house portfolio oversight. Marquette reports being an active ESG investor and charges clients on a percentage-of-AUM basis.
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
- Exchange Traded Equities76%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents4%
- Private Funds3%
- US Government Bonds1%
Contacts
3 of 3JORDAN ELLING
Wealth AdvisorCRD 6508177
CHRISTOPHER VERNIER
PresidentCRD 2617017
VALERIE THOMAS RUTH
Managing DirectorCRD 5500991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$677M in ETFs
63%
$427M
37%
$250M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $124M | 4,266,763 | 18.36% |
Location
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 150 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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