Marks Group Wealth Management, INC.
Minnetonka, MN·SEC-registered · CRD #148679
Marks Group Wealth Management, INC. is an SEC-registered investment advisory firm in Minnetonka, MN managing $2.0B across 4.4k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
4.4k
Advisory staff
9
Fee model
Fee-based
How Marks Group Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Marks Group Wealth Management, INC.
How much does Marks Group Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (03/23/2026), Marks Group Wealth Management, INC. reports $2.0B in regulatory assets under management across roughly 4.4k client accounts.
How does Marks Group Wealth Management, INC. charge?
Marks Group Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Marks Group Wealth Management, INC. a fiduciary?
Yes. Marks Group Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #148679), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Marks Group Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Marks Group Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Minnetonka, MN
Profile compiled from Marks Group Wealth Management, INC.'s public SEC Form ADV filing (CRD #148679, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Marks Group Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Marks Group Wealth Management, INC.? Claim this profile.