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Marquise Wealth Management
Marquise Wealth Management, LLC is a state-registered investment adviser in Charlotte, NC. The firm manages approximately $39 million in regulatory assets.
Overview
Marquise Wealth Management, LLC is a state-registered investment adviser in Charlotte, NC. The firm manages approximately $39 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Marquise Wealth Management?
No named principals or investment committee members are publicly listed for Marquise Wealth Management. The firm's leadership structure remains undisclosed.
Does Marquise Wealth Management participate in fund commitments or only direct deals?
No information is available on whether the firm commits to external funds, makes direct investments, or uses a hybrid approach.
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