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MARKS GROUP WEALTH MANAGEMENT, INC.

dba MARKS GROUP WEALTH MANAGEMENT, INC. · CRD 148679 · Registered Investment Adviser

MARKS GROUP WEALTH MANAGEMENT, INC. is a Registered Investment Adviser headquartered in MINNETONKA, MN. The firm reports $2,017,276,019 in regulatory assets under management across 4,310 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,755,686,167
Non-discretionary$261,589,852
Total RAUM$2,017,276,019
Accounts4,310

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 148679. adviserinfo.sec.gov/firm/summary/148679.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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