Marks Group Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated March 23, 2026, reports $2.0B in regulatory assets under management, 14 employees, and 4,310 accounts.
Assets Under Management
$2.0B
Employees
14
Offices
--
Total Clients
809
Primary office
MINNETONKA, MN
4350 BAKER ROAD, SUITE 245, MINNETONKA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.4% of total clients.
Top client categories% of clientsClients
1
HNWI
50.4%
408
2
Individuals
46.2%
374
3
Pension Plans
1.5%
12
4
Charitable
1.4%
11
5
Corporations
0.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 23, 2026
Discretionary87.0%
$1.8B
87% of total RAUM87.0%
Non-discretionary13.0%
$262M
13% of total RAUM13.0%
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.
Total AUM$2.0B
Total Accounts4,310
10Y AUM Change+$1.3B (+183.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee58:1
10Y Employee Change+2 (+16.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.