Marks Wealth Management
Firm details
- Headquarters
- Ellicott City, Maryland
- CRD number
- 310534
- Registered since
- September 17, 2020
- Website
- www.markswm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.69%
- Individuals26.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Marks Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is owner-operated and focuses on individuals, families and small-business clients, delivering financial planning and portfolio management services. Its fee model is based on a percentage of assets under management. The firm does not report offering ESG-specific strategies, multi-state adviser status, pension consulting, or acting as a capital allocator.
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 Funds69%
- Cash & Cash Equivalents24%
- Exchange Traded Equities4%
- US Government Bonds2%
- Private Funds1%
Owners & executives
1 of 1
Charles Marks
Chief Executive OfficerCRD 5784332
Contacts
3 of 3
Catherine Jackson
Principal & Financial PlannerCRD 6620068
Finnian Devine
Associate Portfolio ManagerCRD 7859030
Richard Gloekler
Associate AdvisorCRD 8220653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$482M in ETFs
100%
$480M
<1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $108M | 541,454 | 22.46% |
Location
Ellicott City, MD
Howard
Location
Ellicott City, MD
Headquartered in Ellicott City, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Howard
- Address
- 11690 Frederick Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
HWA Financial Group
RIAEllicott City, MD
Hussman Strategic Advisors Inc
RIAEllicott City, MD
Elite Income Advisors, Inc.
RIAEllicott City, MD
Blueprint Wealth Management Inc.
RIAEllicott City, MD
Lee Financial Associates, Inc.
RIAEllicott City, MD
Nexus338
RIACabin John, MD