# Marks Group Wealth Management

Marks Group Wealth Management is a Bank / Wealth / Trust based in Minnetonka, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Minnetonka, United States
- **Region:** North America
- **Address:** Minnetonka, MN, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** www.marksgroup.com
- **LinkedIn:** https://www.linkedin.com/company/marks-group-wealth-management

## Regulatory record

- **CRD number:** 148679
- **SEC file number:** 801-69685
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148679

## About

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.

## Sectors

- Wealth Management

## 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.

## Related profiles

- [Markowski Investments](https://altss.com/profile/markowski-investments)
- [Markston International](https://altss.com/profile/markston-international)

---

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

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

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