Marks Wealth Management
Marks Wealth Management is an SEC-registered wealth manager in Ellicott City, MD with $409.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Marks Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310534, SEC 801-119442, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $409.2M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Ellicott City, MD
- Employees
- 4
- Clients
- 283
- CRD
- 310534
- Ownership
- CNSL MANAGEMENT ENTERPRISES, LLC; BERNSTEIN, DANIEL, ADAM; MARKS, CHARLES
How much AUM does Marks Wealth Management have?
Marks Wealth Management reported $409.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Marks Wealth Management?
Disclosed owners and executives of Marks Wealth Management include CNSL MANAGEMENT ENTERPRISES, LLC, BERNSTEIN, DANIEL, ADAM, MARKS, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.