MARK VOGEL WEALTH MANAGEMENT, LLC

MARK VOGEL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 128011). Regulatory assets under management: $68.5M.

Registration

• CRD: 128011
• Type: Registered investment adviser
• Phone: 973-228-9125
• Latest filing: 2026-03-17
• Regulatory AUM: $68.5M
• Discretionary AUM: $68.5M
• Clients: 2
• Accounts: 10

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128011 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search