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Marks Wealth Management

Also known as marks wealth

Wealth ManagerAnnaplois, United StatesFounded 2020
Annaplois
Headquarters
Investment Focus

About Marks Wealth Management

Marks Wealth Management, Financial Planner, Best-In-State Wealth Advisors, Work With Our CFP® to Plan Your Financial Future

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Marks Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$409.2M
Total Clients
881
Filing Date
February 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Marks Wealth Management across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Marks Wealth Management?

Marks Wealth Management is a wealth manager based in Annaplois, United States.

Where is Marks Wealth Management headquartered?

Marks Wealth Management is headquartered in Annaplois, United States.

When was Marks Wealth Management founded?

Marks Wealth Management was founded in 2020.

How can I contact Marks Wealth Management?

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