MARKS WEALTH, LLC

MARKS WEALTH MANAGEMENT
ANNAPOLIS, Maryland·1 registered advisor·CRD# 310534
SEC# 801-1194420(410) 934-1199
01

Firm Overview

AUM
$383M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at MARKS WEALTH, LLC

1 registered advisor
Charles Marks
ANNAPOLIS, Maryland
05

Office Locations

ANNAPOLIS, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. MARKS WEALTH, LLC (CRD# 310534) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.