CRD: 128011
Mark Vogel Wealth Management, LLC
North Caldwell, NJ
9732289125
$68.5M Total AUM
$68.5M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-29-2003
- Office Locations
- 1
Office Locations
-- North Caldwell NJ
About Mark Vogel Wealth Management, LLC
Mark Vogel Wealth Management, LLC is a North Caldwell-based RIA. The firm has been operating for 22 years. Managing $68.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$68.5M AVG AUM / ADVISOR
$8.6M AVG AUM / CLIENT
11.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Legacy crest
Investment Themes
Legacy
Owner & Executives
M
MARK VOGEL
Partner, President
- CRD
- #4717260
- Ownership
- 75% or more
(410) 235-8138
beacon.quantum@quantumcapital.com
in linkedin.com/in/zenith-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,480,230 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,480,230 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,480,230
Equity - Exchange:
49.1% Cash:
50.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $614,547,926 | 49.1% |
| Cash | $637,077,178 | 50.9% |
| Total | $1,251,625,104 | 100.0% |