RIA Intel›Advisers›Minnesota›MARKS GROUP WEALTH MANAGEMENT, INC.

MARKS GROUP WEALTH MANAGEMENT, INC.

Advisory

N·MINNETONKA, MN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+16.6%

3-Year CAGR

+6.9%

Employees

9

Assets Under Management

Total AUM$2.0B

Discretionary AUM$1.8B

Non-Discretionary AUM$262M

Discretionary %87%

Total Clients784

Team

Total Employees9

Investment Advisers14

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record41

First FilingOct 9, 2008

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MARKS GROUP WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.