Markle Wealth Management

Overview

Markle Wealth Management is a small, independent registered investment adviser operating as a sole proprietorship under individual ownership. The firm focuses on serving individuals and families, and it lists accountant services alongside its advisory work. Core offerings are financial planning and portfolio management for individuals and small businesses. Fee arrangements combine a percentage-of-assets model with hourly charges, and the firm appears to operate primarily on a non-discretionary basis rather than acting as a capital allocator or sponsor of outside managers. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser. Its business model is consistent with an advisor-sized practice that blends planning and investment oversight for a modest client roster rather than running institutional or large-scale delegated programs.

Assets & Accounts

Investments & Alternatives

Location & Offices