# Markiz Wealth Management

Markiz Wealth Management is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** markizwealth.com

## Regulatory record

- **CRD number:** 127371
- **SEC file number:** 801-115289
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127371

## About

Markiz Wealth Management launched in 2007 under founder Mark A. Tepper, operating as a fee-only registered investment advisor from its Portland, Oregon base. The firm serves individuals, high-net-worth families, charitable organizations, and trusts, providing financial planning and discretionary portfolio management. Tepper structured the practice to avoid commission-driven conflicts, a posture that shapes client mandates and advisory relationships. The firm's investment approach centers on equity portfolios built through direct indexing and factor tilts, emphasizing tax efficiency and customized exposure rather than off-the-shelf mutual funds or ETFs. Fixed-income allocations typically use individual bonds for predictable income and maturity matching. The firm also advises on concentrated stock positions and executive compensation planning for clients with equity-linked wealth. Client portfolios are managed on a separately managed account basis, with no pooled fund vehicles or co-investment structures. The firm operates from a single office in Portland. Mark A. Tepper serves as the primary investment decision-maker and client-facing principal. Markiz Wealth Management does not maintain dedicated private equity, venture capital, or hedge fund allocation programs, nor does it disclose total assets under advisement. The firm does not publish its regulatory Form ADV Part 2 online, limiting visibility into its client count and asset base. In recent years, the firm has integrated charitable giving strategies, including donor-advised fund coordination, into its core planning service. Markiz Wealth Management's structural posture is that of a traditional RIA serving a regional client base — no proprietary funds, no institutional separate accounts, and no disclosed institutional allocation mandates. The firm's succession and governance structure is not publicly documented, leaving long-term ownership continuity unspecified.

## Questions

### How is Markiz Wealth Management compensated?

Markiz Wealth Management operates as a fee-only registered investment advisor. The firm charges asset-based fees on discretionary portfolios rather than earning commissions on product sales, which removes a common conflict of interest in cross-selling annuities or proprietary funds.

### Does Markiz Wealth Management run pooled investment funds?

No. The firm does not offer proprietary mutual funds, ETFs, private equity vehicles, or hedge fund access. Client assets are managed through separately managed accounts built from individual securities, primarily using direct indexing and individual bond ladders.

### What type of equity strategy does the firm employ?

Markiz Wealth Management uses direct indexing and factor-based strategies to build customized equity portfolios. Rather than purchasing broad-market index funds, the firm buys individual stocks to replicate index-like exposure while optimizing for tax-loss harvesting and client-specific exclusions.

### Does the firm have a succession plan in place?

No public documentation addresses succession planning or ownership transition at Markiz Wealth Management. As a founder-led practice formed in 2007, long-term continuity remains an open question for clients evaluating multi-decade advisory relationships.

## Related profiles

- [Marketocracy Masters Capital Management](https://altss.com/profile/marketocracy-masters-capital-management)
- [Markle Financial](https://altss.com/profile/markle-financial)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/markiz-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology