Firm profile

MARQUETTE WEALTH MANAGEMENT

MINNEAPOLIS, MNCRD 282482Latest ADV March 31, 2026

Marquette Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 31, 2026, reports $872M in regulatory assets under management, 7 employees, 1 office, and 620 accounts.

Assets Under Management
$872M
Employees
7
Offices
1 office
Total Clients
242
Primary office
MINNEAPOLIS, MN
150 SOUTH FIFTH STREET, SUITE 2800, MINNEAPOLIS, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristopher M. Vernier

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 47.5% of total clients.
Top client categories% of clientsClients
1
HNWI
47.5%
115
2
Individuals
45.0%
109
3
Charitable
2.9%
7
4
Irrevocable Trusts/Estates
2.9%
7
5
Pension Plans
0.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$872Mas of March 31, 2026
Discretionary100.0%
$872M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$872M
Total Accounts620
10Y AUM Change+$154M (+21.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee35:1
10Y Employee Change-1 (-12.5%)

* 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.