Marienplatz Wealth Management LLC

Overview

Marienplatz Wealth Management LLC is an individual-owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm bills on a mix of percentage-of-assets, hourly, and fixed-fee arrangements. It is not a multi-state adviser, does not identify as an active ESG investor, and does not present itself as a capital allocator or pension consultant. Core business activity centers on discretionary portfolio management and financial planning rather than institutional or large-scale advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives