MARKS GROUP WEALTH MANAGEMENT, INC. of MINNETONKA, MN is an SEC-registered investment adviser (CRD 148679). Regulatory assets under management: $2.0B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Bennett Eldon Marks | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | — |
| John Christian Feste | PRESIDENT | — |
| Erica Shawn Lewerenz | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| WASSERSTRUM ALYSSA MELANIE | CHIEF COMPLIANCE OFFICER; MANAGER / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| MARKS BENNETT ELDON | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER; PRESIDENT / CHIEF COMPLIANCE OFFICER (+2 more) | — |
| FESTE JOHN CHRISTIAN | MANAGING PRINCIPAL; PRESIDENT | — |
| NIETZEL BRIAN BATES | CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| LEWERENZ ERICA SHAWN | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |