Manrke Wealth

RIASEC Registered

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$636K

Accounts

182

Employees

Advisory reps

Firm details

Headquarters: Toronto,
CRD number: 333697
Registered since: January 10, 2025
Custodians: NBIN - A DIVISION OF NATIONAL BANK FINANCIAL INC.
Fee structure: Percentage of AUM
Client types: HNWI53.4%
Investment Companies24.17%
Individuals15.04%
Corporations / Businesses7.23%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Manrke Wealth is an independent, SEC-registered registered investment adviser that provides fee-based wealth management and planning services to individuals, families and select institutional clients. The firm is organized as a corporation, owned by an individual, and charges clients a percentage of assets under management. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Manrke Wealth does not identify itself as a capital allocator, and it is not positioned as an ESG-focused or multi-state adviser in available filings.