Markle Financial LLC
Markle Financial LLC is an SEC-registered mass-market adviser in Laramie, WY with $141.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Markle Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 302088, SEC 801-116686, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $141.2M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Laramie, WY
- Employees
- 7
- Clients
- 265
- CRD
- 302088
- Ownership
- MARKLE, SHANNON, MICHAEL; Six, Pepper, Jo; TEAGUE, ROBERT, WESLEY; RIZZO, CARL, MARION; SCHULMAN, MONIQUE
How much AUM does Markle Financial LLC have?
Markle Financial LLC reported $141.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Markle Financial LLC?
Disclosed owners and executives of Markle Financial LLC include MARKLE, SHANNON, MICHAEL, Six, Pepper, Jo, TEAGUE, ROBERT, WESLEY, RIZZO, CARL, MARION, SCHULMAN, MONIQUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.