ELLICOTT CITY, MDCRD 310534Latest ADV February 26, 2026
Marks Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ellicott City, MD. Its latest Form ADV filing, dated February 26, 2026, reports $409M in regulatory assets under management, 5 employees, and 881 accounts.
Assets Under Management
$409M
Employees
5
Offices
--
Total Clients
283
Primary office
ELLICOTT CITY, MD
11690 FREDERICK RD, ELLICOTT CITY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.4% of total clients.
Top client categories% of clientsClients
1
Individuals
53.4%
151
2
HNWI
46.6%
132
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$409Mas of February 26, 2026
Discretionary100.0%
$409M
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$409M
Total Accounts881
10Y AUM Change+$409M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee57:1
10Y Employee Change+2 (+66.7%)
* 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.