MARKS WEALTH, LLC
Doing business as MARKS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$409,204,249
Discretionary
$409,204,249
Non-discretionary
$0
Firm details
- CRD number
- 310534
- SEC file number
- 801-119442
- Main office
- ELLICOTT CITY, MD, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.