Markiz Wealth Management
Markiz Wealth Management is an SEC-registered wealth manager with $105.8M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Markiz Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127371, SEC 801-115289, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $105.8M (2026-04-01)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 45
- CRD
- 127371
- Ownership
- MARKIZ, GABRIEL, J.; ALBERTS-MARKIZ, RANDI, ELLEN
How much AUM does Markiz Wealth Management have?
Markiz Wealth Management reported $105.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Markiz Wealth Management?
Disclosed owners and executives of Markiz Wealth Management include MARKIZ, GABRIEL, J., ALBERTS-MARKIZ, RANDI, ELLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.