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Marquette Wealth Management

Wealth ManagerMinneapolis, United States
$800M
Assets Under Management
Minneapolis
Headquarters
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Investment Focus

About Marquette Wealth Management

We offer integrated wealth management services for individuals, families, and institutions.

Preferred Investment Types

Debt FinancingGrowth CapitalJoint Venture/PartnerPhilanthropyPrivate Equity

Preferred Sectors & Themes

Charitable InvestmentsEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningHigh-Level SectorsNon-ProfitFinanceTraditional Investments (Liquid Assets)Financial Services

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$871.6M
Total Clients
620
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

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

FORM ADV
MARQUETTE WEALTH MANAGEMENT
Mar 31, 2026
$871.6M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Marquette Wealth Management?

Marquette Wealth Management is a wealth manager based in Minneapolis, United States, managing approximately $800M in assets.

Where is Marquette Wealth Management headquartered?

Marquette Wealth Management is headquartered in Minneapolis, United States.

How much does Marquette Wealth Management manage?

Marquette Wealth Management manages approximately $800M in assets under management.

What does Marquette Wealth Management invest in?

Marquette Wealth Management focuses on Debt Financing, Growth Capital, Joint Venture/Partner, Philanthropy, Private Equity, Charitable Investments, Equity/Mutual Funds, ETFs.

How can I contact Marquette Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Marquette Wealth Management are available on LPbacked. Create a free account to access them.