Marquis Wealth Management Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Myers, FL. Its latest Form ADV filing, dated April 24, 2026, reports $489M in regulatory assets under management, 9 employees, and 955 accounts.
Assets Under Management
$489M
Employees
9
Offices
--
Total Clients
321
Primary office
FORT MYERS, FL
6208 WHISKEY CREEK DRIVE, FORT MYERS, FL, United States
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
198
2
HNWI
32.1%
103
3
Charitable
3.7%
12
4
Pension Plans
2.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$489Mas of April 24, 2026
Discretionary16.9%
$83M
17% of total RAUM16.9%
Non-discretionary83.1%
$407M
83% of total RAUM83.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$489M
Total Accounts955
10Y AUM Change+$306M (+167.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.