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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...
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 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
How does Marquette Wealth Management source proprietary deal flow?
Marquette does not maintain an in-house direct investment team or proprietary deal sourcing. It accesses alternative investments through external platforms and relationships with asset managers, relying on its due diligence process rather than captive origination (per public record).
Is Marquette Wealth Management structured as a single family office or does it operate more like a RIA?
It is a fee-only registered investment advisor (RIA) that serves multiple families and institutions. It functions as a multi-family office, offering financial planning, portfolio construction, and administrative services, distinct from a single-family office servicing one fortune.
Does Marquette Wealth Management participate in fund commitments or only direct deals?
Marquette primarily allocates client capital through commingled funds and separately managed accounts using third-party investment managers. It does not run its own pooled fund vehicle or originate direct private equity or real estate deals (per public record).
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.
Where does the underlying wealth of Marquette's clients originate?
Client wealth originates from varied sources typical of the Upper Midwest — family-owned businesses, professional services, and corporate executives. The firm does not disclose individual client identities or wealth origins (per public record).
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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