← Directory
MARKS WEALTH MANAGEMENT
Legal name: MARKS WEALTH, LLC
CRD 310534File 801-119442
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$409.2M
Below cohort median (national)
Discretionary AUM
$409.2M
Clients
283
881 accounts
Employees
4
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 17, 2020
- Principal office
- 11690 FREDERICK RD, ELLICOTT CITY, MD, 21042
- Phone
- (410) 934-1199
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $409.2M
- Discretionary AUM
- $409.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 881
- Non-discretionary accounts
- 0
- Total accounts
- 881
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 132 | $301.6M |
| Individuals (other than high net worth individuals) | 151 | $107.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 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.