MARQUISE WEALTH MANAGEMENT, LLC

MARQUISE WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 164623). Regulatory assets under management: $38.9M.

Registration

• CRD: 164623
• Type: Registered investment adviser
• Location: 2116 CROWN CENTRE DR, CHARLOTTE, NC, 28227
• Phone: 704-246-8402
• Latest filing: 2026-03-17
• Regulatory AUM: $38.9M
• Discretionary AUM: $38.9M
• Clients: 2
• Accounts: 69

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search