SEC Form ADV

MARKS WEALTH MANAGEMENT

Firm profile: Marks Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMD
$409.2M
Assets Under Management
881
Total Clients
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Registration Details

Accession
CRD-310534
Location
ELLICOTT CITY, MD
Filing Date
February 26, 2026
AUM
$409.2M
Total Clients
881
Amendment
No

About this Adviser

MARKS WEALTH MANAGEMENT is a registered investment adviser headquartered in ELLICOTT CITY, MD, managing approximately $409.2M in assets across 881 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.