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 $382,988,422 assets under management, offering retirement planning & investment advisory services to 974 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310534
SEC#	801-119442
Assets Managed by Firm	$382,988,422
No. of Clients	974
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	974	$382,988,422
Individuals (other than high net worth individuals)	141	$92,698,935
High net worth individuals	135	$290,289,487

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