SEC Form ADV

MARQUIS WEALTH MANAGEMENT GROUP

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

Registered Investment AdviserFL
$489.2M
Assets Under Management
955
Total Clients
9
Employees
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Registration Details

Accession
CRD-116604
Location
FORT MYERS, FL
Filing Date
April 24, 2026
AUM
$489.2M
Total Clients
955
Institutional Clients
20
Employees
9
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

MARQUIS WEALTH MANAGEMENT GROUP is a registered investment adviser headquartered in FORT MYERS, FL, managing approximately $489.2M in assets across 955 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.