Updated:
Marquette Wealth Management
MARQUETTE WEALTH MANAGEMENT is an SEC-registered investment adviser in MINNEAPOLIS, MN, registered since 2016. The firm manages approximately $872 million in...
Overview
MARQUETTE WEALTH MANAGEMENT is an SEC-registered investment adviser in MINNEAPOLIS, MN, registered since 2016. The firm manages approximately $872 million in assets. It has 7 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Minneapolis
Corporate office
Minneapolis, MN, United States
Principals
Michael J. O'Donnell
CEO and President
David T. McInerny
Chief Investment Officer
Sector focus
Frequently asked questions
What investment stages does Marquette Wealth Management typically target?
The firm targets a balanced multi-asset portfolio across stages. In liquid markets, it focuses on large-cap equity and fixed-income strategies; for alternatives, it favors diversified manager selection rather than venture-stage direct commitments.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Marquette Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.