Marquette Wealth Management
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 282482
- Registered since
- January 28, 2016
- Website
- www.marquettewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.34%
- Charitable Organizations4.11%
- Individuals3.51%
- Corporations / Businesses2.95%
- Other1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Marquette Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2016. The firm serves both individual and institutional clients, charges fees as a percentage of assets under management, and describes itself as a capital allocator that engages third-party managers. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm identifies as an active ESG investor and is not a multi-state adviser or pension consultant. Marquette received recognition on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities76%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents4%
- Private Funds3%
- US Government Bonds1%
Contacts
3 of 3
Jordan Elling
Wealth AdvisorCRD 6508177
Christopher Vernier
PresidentCRD 2617017
Valerie Thomas Ruth
Managing DirectorCRD 5500991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$778M in ETFs
65%
$504M
35%
$275M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $145M | 4,293,366 | 18.67% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 150 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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