RIA Intel›Advisers›North Carolina›MARQUISE WEALTH MANAGEMENT, LLC

MARQUISE WEALTH MANAGEMENT, LLC

Advisory

CHARLOTTE, NC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$563K

across 69 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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FAMILY WEALTH PARTNERS CONCORD, INC

$39M

ACORN & OAK WEALTH MANAGEMENT, LLC

$38M

ASPENTREE CAPITAL CORPORATION

$40M

CRENSHAW CHRISTOPHER CARROL

$38M

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