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Marks Group Wealth Management
Marks Group Wealth Management is an SEC-registered investment adviser in Minnetonka, MN, established in 2008. The firm manages $2.0 billion in assets, with...
Marks Group Wealth Management
Marks Group Wealth Management is an SEC-registered investment adviser in Minnetonka, MN, established in 2008. The firm manages $2.0 billion in assets, with $1.8 billion managed on a discretionary basis. It has 14 employees and 9 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Minnetonka
Corporate office
Minnetonka, MN, United States
Sector focus
Frequently asked questions
Does Marks Group Wealth Management report assets under management publicly?
No. The firm does not publish an AUM figure on its website, nor is a recent Form ADV Part 2 easily retrievable through the SEC's IAPD system. Institutional allocators and peer advisors seeking a precise regulatory AUM will need to request the firm's Form CRS or ADV filing directly.
Who runs Marks Group Wealth Management?
The firm's public-facing ownership and executive roster are not disclosed. The absence of a corporate LinkedIn page and limited web presence make it difficult to name a CEO, CIO, or managing principal without direct firm contact.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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