Marquis Wealth Management Group

Overview

Founded in 1999 and based in Fort Myers, Florida, Marquis Wealth Management Group provides integrated financial planning, estate planning, and portfolio management services. The firm was established to serve individuals, business entities, and other organizations, operating within the broad category of bank-aligned or trust-affiliated wealth advisory groups common to Southwest Florida's retirement and high-net-worth migration patterns. Marquis Wealth Management Group delivers financial-planning-led portfolio management across publicly traded securities, fixed-income instruments, and insurance-based wealth-transfer structures. The firm's footprint is concentrated in Florida, with a client base shaped by the demographic flows into Lee and Collier counties. While specific portfolio holdings are not publicly disclosed, the firm's service menu — spanning estate planning, retirement income modeling, and tax-aware portfolio construction — is consistent with trust-and-advisory practices managing assets on a discretionary and non-discretionary basis. As a privately held wealth manager, Marquis does not publicly disclose assets under management or team size. It maintains no known affiliated foundations, club-deal vehicles, or co-investment programs. In May 2024, the firm's public record remained unchanged with no reported acquisitions, regulatory actions, or leadership transitions, reflecting a stable, locally focused advisory business. The firm's structural differentiator is its posture as a regional, planning-centric wealth practice rather than a multi-family office or institutional allocator — it functions inside the bank-trust advisory continuum, where estate planning and fiduciary administration anchor the client relationship more than proprietary deal flow or direct-investment capabilities. MARQUIS WEALTH MANAGEMENT GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-24, it reported 9 employees; 955 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.