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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2017
- Office Locations
- 1
Office Locations
About Marienplatz Wealth Management LLC
Marienplatz Wealth Management LLC is a Plano, TX RIA providing financial planning and discretionary portfolio management, including asset allocation and portfolio construction, with support across estate planning and insurance/life insurance planning. The firm emphasizes ETF and index-fund based portfolios, with additional use of mutual funds and fixed income, and also covers cryptocurrency and real estate themes. Custodies through Interactive Brokers; led by CIO/CCO Dean Russell Davis Sr.
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Investment Themes
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Owner & Executives
DEAN RUSSELL DAVIS SR.
Chief Compliance Officer, Chief Investment Officer
- CRD
- #3088384
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,673,178 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,673,178 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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