Markiz Wealth Management

RIASEC Registered
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$626K
Accounts
169
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
127371
Registered since
May 15, 2019
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

FINTRX

Overview

Markiz Wealth Management is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC registered (2019) and operates on a fee-for-service model, typically charging hourly or fixed fees for planning and advisory work. It does not position itself as a capital allocator and does not emphasize ESG investing. Services focus on client-level financial planning and discretionary portfolio management rather than institutional pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 10%, Cash & Cash Equivalents 3%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 101

Active vs passive

$66.3M in ETFs

Passive

94%

$62M

Active

1%

$4.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR MID-CAP INDEX FUND (VO)VanguardPassiveMid Cap Blend$2.8M35,6474.22%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth