SEC Form ADV · CIK 1802473

MARKS GROUP WEALTH MANAGEMENT, INC.

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

Registered Investment AdviserMN

$2.0B

Assets Under Management

Employees

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Registration Details

CIK: 1802473
Accession: crd-148679
Location: MINNETONKA, MN
Filing Date: September 14, 2026
AUM: $2.0B
Institutional Clients: 23
Employees: 14
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

MARKS GROUP WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in MINNETONKA, MN, managing approximately $2.0B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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