LP Profile

Marquis Wealth Management Group

Also known as marquis wealth

Wealth ManagerFort Myers, United StatesFounded 1999
$349M
Assets Under Management
Fort Myers
Headquarters
Investment Focus

About Marquis Wealth Management Group

Marquis Wealth Management Group is a wealth manager based in Fort Myers, US. Founded in 1999. Reported AUM: 349 USD millions.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$489.2M
Total Clients
955
Filing Date
April 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Marquis Wealth Management Group?

Marquis Wealth Management Group is a wealth manager based in Fort Myers, United States, managing approximately $349M in assets.

Where is Marquis Wealth Management Group headquartered?

Marquis Wealth Management Group is headquartered in Fort Myers, United States.

How much does Marquis Wealth Management Group manage?

Marquis Wealth Management Group manages approximately $349M in assets under management.

When was Marquis Wealth Management Group founded?

Marquis Wealth Management Group was founded in 1999.

How can I contact Marquis Wealth Management Group?

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