MARIENPLATZ WEALTH MANAGEMENT LLC

MARIENPLATZ WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 289049). Regulatory assets under management: $6.7M.

Registration

• CRD: 289049
• Type: Registered investment adviser
• Phone: 469-277-8639
• Latest filing: 2026-05-01
• Regulatory AUM: $6.7M
• Discretionary AUM: $6.7M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

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 289049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search