# MARKS WEALTH, LLC

MARKS WEALTH, LLC of ELLICOTT CITY, MD is an SEC-registered investment adviser.

## Registration

- CRD: 310534
- Type: SEC-registered investment adviser
- SEC file number: 801-119442
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Charles Marks | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | Annapolis, MD |
| MARKS RICHARD CHARLES | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310534/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310534/similar
- Related entities: https://search.stillhousedata.com/firm/310534/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310534

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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.