Multi-Family OfficeRIA · CRD 282482SEC-Registered

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...

Marquette Wealth Management logo

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

Wealth ManagementFinancial PlanningInvestment Management

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 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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