PPrivate Fund Data Log in Join · $37/mo

Marks Wealth, LLC

● SEC registered since 2020CRD 310534SEC# 801-119442Annapolis, MD
Export (members)
Reg. AUM
$383M
Employees
5
Accounts
974
Location
Annapolis, MD

Marks Wealth, LLC assets under management

Marks Wealth, LLC operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2020. It reports $383 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/charlesnmarksView on SEC.gov ↗

Marks Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Charles Marks ControlCeo / Managing Director / Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Marks Wealth, LLC manage?

Marks Wealth, LLC reports $383 million in regulatory assets under management on its Form ADV.

How many employees does Marks Wealth, LLC have?

Marks Wealth, LLC reports 5 employees.

Where is Marks Wealth, LLC located?

Marks Wealth, LLC is based in Annapolis, MD and has been SEC-registered since 2020.

Does Marks Wealth, LLC disclose fund performance?

Marks Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Park Place, Suite 500, Annapolis, MD 21401
Phone(410) 934-1199
Fax443-920-7281.
Office hours8 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$383M
Non-discretionary$0
Total (RAUM)$383M