# Marquise Wealth Management

Marquise Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** marquisewealthmanagement.com

## Regulatory record

- **CRD number:** 164623
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164623

## About

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.

## 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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Last updated: 2026-07-11T09:55:24.000Z

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