MARKS WEALTH, LLC

MARKS WEALTH, LLC of ELLICOTT CITY, MD is an SEC-registered investment adviser (CRD 310534). Regulatory assets under management: $409.2M.

Registration

• CRD: 310534
• SEC file number: 801-119442
• Type: Registered investment adviser
• Location: 11690 FREDERICK RD, ELLICOTT CITY, MD, 21042
• Phone: (410) 934-1199
• Latest filing: 2026-06-16
• Regulatory AUM: $409.2M
• Discretionary AUM: $409.2M
• Clients: 4
• Accounts: 881

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310534 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search