# MARKS GROUP WEALTH MANAGEMENT, INC.

MARKS GROUP WEALTH MANAGEMENT, INC. of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 148679
- Type: SEC-registered investment adviser
- SEC file number: 801-69685
- Location: 4350 BAKER ROAD, SUITE 245, MINNETONKA, MN, 55343
- Phone: 952-582-6100
- Latest filing: 2026-03-23
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $261.6M
- Clients: 14
- Accounts: 4,310

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148679/similar
- Related entities: https://search.stillhousedata.com/firm/148679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148679

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.