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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-27-2022
- Office Locations
- 1
Office Locations
About Maris Wealth Management LLC
Maris Wealth Management is a Duluth, MN RIA serving individuals and small businesses with portfolio management and employer retirement plan consulting, including plan design support for small businesses. The practice focuses on diversified asset allocation and ETF-oriented portfolios, with an interest in socially responsible investing (per public profile data), and typically custodies with Charles Schwab.
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Investment Themes
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Owner & Executives
Tyler James Madill
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7139373
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,275,812 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,275,812 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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