MARKS GROUP WEALTH MANAGEMENT, INC.

MINNETONKA, Minnesota·3 registered advisors·CRD# 148679
SEC# 801-696850952-582-6100
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MARKS GROUP WEALTH MANAGEMENT, INC.

3 registered advisors
Bennett Eldon Marks
MINNETONKA, Minnesota
Erica Shawn Lewerenz
MINNETONKA, Minnesota
John Christian Feste
MINNETONKA, Minnesota
05

Office Locations

MINNETONKA, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. MARKS GROUP WEALTH MANAGEMENT, INC. (CRD# 148679) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.