MARQUISE WEALTH MANAGEMENT, LLC

Overview

Marquise Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-assets and hourly fees and operates with a discretionary mandate on the bulk of its assets. Investment activity centers on publicly traded equities and exchange-traded products supplemented by mutual funds, with a deliberate allocation to alternative strategies in real estate, commodities and oil & gas through third‑party managers. The firm identifies as an accountant in its business activities, and it does not market itself as an ESG investor or as a multi-state or pension consultant. Marquise positions itself to serve high-net-worth individuals and families through tailored portfolios and SMA-style exposures rather than acting as a dedicated capital allocator. Preference is listed as “Other,” indicating the use of customized solutions or individualized account structures alongside more standard pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices