← Directory
MARQUETTE WEALTH MANAGEMENT
Legal name: MARQUETTE ASSET MANAGEMENT, LLC
CRD 282482File 801-107122
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$871.6M
Above cohort median (national)
Discretionary AUM
$871.6M
Clients
235
620 accounts
Employees
7
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 28, 2016
- Principal office
- 150 SOUTH FIFTH STREET, SUITE 2800, MINNEAPOLIS, MN, 55402
- Phone
- 612-661-3770
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $871.6M
- Discretionary AUM
- $871.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 620
- Non-discretionary accounts
- 0
- Total accounts
- 620
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $25.7M |
| Charitable organizations | 7 | $35.8M |
| High net worth individuals | 115 | $761.3M |
| Pension and profit sharing plans | Fewer than 5 | $7.8M |
| Individuals (other than high net worth individuals) | 109 | $30.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 242 | 235 |
| 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.