MARKS WEALTH MANAGEMENT

1 Park Place
Suite 500
Annapolis, Maryland 21401
Tel: (410) 934-1199

About MARKS WEALTH MANAGEMENT

MARKS WEALTH MANAGEMENT, formally registered with the SEC as MARKS WEALTH MANAGEMENT. The firm was established in 09/17/2020. They have over 1 offices throughout the country.

MARKS WEALTH MANAGEMENT is a Annapolis, Maryland based Financial Planning firm with nearly $376,279,011 assets under management, offering retirement planning & investment advisory services to 935 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310534
SEC#	801-119442
Assets Managed by Firm	$376,279,011
No. of Clients	935
No. of Advisors	3

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	935	$376,279,011
Individuals (other than high net worth individuals)	134	$86,406,117
High net worth individuals	137	$289,872,894

Inquire with MARKS WEALTH MANAGEMENT

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