MARKS GROUP WEALTH MANAGEMENT, INC.

CRD 148679File 801-69685

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.02B

Top 25% of cohort (national)

Discretionary AUM

$1.76B

Non-discretionary $261.6M

Clients

809

4,310 accounts

Employees

Top 25% of cohort in MN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Oct 22, 2008
Principal office: 4350 BAKER ROAD, SUITE 245, MINNETONKA, MN, 55343
Phone: 952-582-6100
Website: https://www.youtube.com/channel/UC8TwFAJK0XvRCgtDqad7bJA

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.02B
Discretionary AUM: $1.76B
Non-discretionary AUM: $261.6M
Discretionary accounts: 4,255
Non-discretionary accounts: 55
Total accounts: 4,310
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$11.2M
Charitable organizations	11	$282.2M
High net worth individuals	408	$1.37B
Pension and profit sharing plans	12	$201.5M
Individuals (other than high net worth individuals)	374	$149.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.