MARKLE WEALTH MANAGEMENT

MARKLE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 170513). Regulatory assets under management: $8.9M.

Registration

• CRD: 170513
• Type: Registered investment adviser
• Phone: 610-837-8675
• Latest filing: 2026-01-13
• Regulatory AUM: $8.9M
• Non-discretionary AUM: $8.9M
• Clients: 1
• Accounts: 24

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 170513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search