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- Custodian
- Interactive Brokers ยท Merrill Lynch
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on May 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DEAN RUSSELL DAVIS SR.
Chief Compliance Officer, Chief Investment Officer
- CRD
- #3088384
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Marienplatz Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.