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
5
Employees
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Registration Details

Accession
crd-310534
Location
ELLICOTT CITY, MD
Filing Date
August 20, 2026
AUM
$409.2M
Employees
5
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

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