Marks Wealth, LLC
● SEC registered since 2020CRD 310534SEC# 801-119442Ellicott City, MD
Reg. AUM
$409.2M
Employees
4
Accounts
881
Location
Ellicott City, MD
Marks Wealth, LLC assets under management
Marks Wealth, LLC operates as an SEC-registered investment adviser based in Ellicott City, MD. The firm has been registered since 2020. It reports $409.2 million in regulatory assets under management and employs 4 people.
Marks Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Marks Control | Ceo / Managing Director / Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Marks Wealth, LLC manage?
Marks Wealth, LLC reports $409.2 million in regulatory assets under management on its Form ADV.
How many employees does Marks Wealth, LLC have?
Marks Wealth, LLC reports 4 employees.
Where is Marks Wealth, LLC located?
Marks Wealth, LLC is based in Ellicott City, 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
| Address | 11690 Frederick Rd, Ellicott City, MD 21042 |
| Phone | (410) 934-1199 |
| Fax | 443-920-7281. |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$409.2M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$409.2Mregulatory AUM
Discretionary $409.2M