Markiz Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 127371
- Registered since
- May 15, 2019
- Website
- www.markizwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI90.58%
- Individuals8.24%
- Charitable Organizations1.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Markiz Wealth Management is an independent registered investment adviser formed in 2019 and owned by an individual. The firm concentrates on serving individuals and families, as well as small-business owners, providing financial planning and portfolio management. Its advisory engagement model relies on fixed-fee and hourly arrangements rather than percentage-of-assets billing. Markiz does not position itself as a capital allocator and does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities10%
- Cash & Cash Equivalents3%
Contacts
2 of 2Randi Alberts-markiz
SecretaryCRD 7243487
Gabriel Markiz
Financial PlannerCRD 4673290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$63.8M in ETFs
94%
$60.1M
<1%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $2.7M | 33,253 | 4.20% |
Location
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Location
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Headquartered in , null.
- Office locations
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