Marks Group Wealth Management, Inc.
● SEC registered since 2008CRD 148679SEC# 801-69685Minnetonka, MN
Reg. AUM
$2.02B
Employees
14
Accounts
4,310
Location
Minnetonka, MN
Marks Group Wealth Management, Inc. assets under management
Marks Group Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Minnetonka, MN. The firm has been registered since 2008. It reports $2 billion in regulatory assets under management and employs 14 people.
Marks Group Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bennett Eldon Marks Control | Chief Investment Officer/Chief Executive Officer/Founder | 50-75% | 2008 |
| Erica Shawn Lewerenz | Director Of Operations/Chief Compliance Officer | Under 5% | 2019 |
| John Christian Feste | President | 10-25% | 2008 |
Frequently asked questions
How much does Marks Group Wealth Management, Inc. manage?
Marks Group Wealth Management, Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Marks Group Wealth Management, Inc. have?
Marks Group Wealth Management, Inc. reports 14 employees.
Where is Marks Group Wealth Management, Inc. located?
Marks Group Wealth Management, Inc. is based in Minnetonka, MN and has been SEC-registered since 2008.
Does Marks Group Wealth Management, Inc. disclose fund performance?
Marks Group Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4350 Baker Road, Suite 245, Minnetonka, MN 55343 |
| Phone | 952-582-6100 |
| Fax | 952-582-6110 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1802473 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.02B▲ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$2.02Bregulatory AUM
Discretionary $1.76BNon-discretionary $261.6M