Marquis Wealth Management Group
Marquis Wealth Management Group is an SEC-registered wealth manager in Fort Myers, FL with $489.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Marquis Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116604, SEC 801-60851, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $489.2M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Fort Myers, FL
- Employees
- 9
- Clients
- 321
- CRD
- 116604
- Ownership
- STROEMER, JOHN, HENRY; SANDS, SUSAN, KIM; KRICHBAUM, RICHARD; MARKHAM, LINDA, GAIL; NORTON, JONI, LEE
How much AUM does Marquis Wealth Management Group have?
Marquis Wealth Management Group reported $489.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Marquis Wealth Management Group?
Disclosed owners and executives of Marquis Wealth Management Group include STROEMER, JOHN, HENRY, SANDS, SUSAN, KIM, KRICHBAUM, RICHARD, MARKHAM, LINDA, GAIL, NORTON, JONI, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.