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, owner-operated registered investment adviser organized as an LLC and first registered with the SEC in 2020. The firm focuses on individual and family clients, delivering fee-based wealth management that charges a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. Marks Wealth Management does not report active ESG investing, is not positioned as a capital allocator, and does not identify itself as a multi-state or pension consultant adviser.
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
2 of 2
Finnian Devine
Junior AssociateCRD 7859030
Catherine Jackson
Principal & Financial PlannerCRD 6620068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$379M in ETFs
92%
$347M
9%
$32.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $238M | 2,158,181 | 62.80% |
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
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