$105.8M Total AUM
$105.8M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-2003
- Office Locations
- 1
Office Locations
-- Port Washington NY
About Markiz Wealth Management
Markiz Wealth Management is a fee-only financial planning and investment management firm delivering individualized portfolios and a comprehensive, long-term approach. The firm emphasizes a clear, no-commission fee structure and commonly implements allocations with ETFs and public funds. Custodied at Charles Schwab, it serves retail and institutional clients, including entrepreneurs, from Port Washington, NY.
Team overview
-- AVG AGE
$105.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
15.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Summit Atlas
Client Personas
Eagle timber
Custodian
Element ridge
Investment Themes
Value oak Crest legacy Ridge Vertex summit
Investment Vehicles
Delta Pioneer
Platform
Eagle element
Services
Capital Focus Radial fusion Radial glacier Frontier fusion Catalyst timber
Owner & Executives
G
GABRIEL J. MARKIZ
Chief Compliance Officer, President
- CRD
- #4673290
- Ownership
- 75% or more
(425) 649-9391
prime.legacy@vertexcapital.com
in linkedin.com/in/ridge-foundation
R
RANDI ELLEN ALBERTS-MARKIZ
Secretary, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
(805) 392-4119
capital.quantum@capitalcapital.com
in linkedin.com/in/summit-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,846,846 | $626,313 |
| Non-Discretionary | $0 | -- |
| Total | $105,846,846 | $626,313 |
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Separately Managed Accounts
Total SMA Asset: $105,846,846
Public Funds:
30.1% Equity - Exchange:
57.2% Cash:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $218,602,375 | 30.1% |
| Equity - Exchange | $415,417,138 | 57.2% |
| Cash | $92,234,224 | 12.7% |
| Total | $726,253,737 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON PATHWAY | BRIDGE RIDGE | UAPP8VMRF | JSRZ | 10.48% | $103,614,329 |
| MATRIX RIDGE EAGLE | FRONTIER INSIGHT | I2TCT9PDX | BKIEV | 0.91% | $27,904,964 |
| CATALYST CREST | RADIAL SIGNAL | 5J0PH05HW | MHXU | 4.58% | $28,253,853 |
| UNISON HARBOR | CATALYST INSIGHT | LLB2TCT49 | LWVY | 11.64% | $119,930,794 |
| MERIDIAN MOMENTUM VALUE | HARBOR ALPHA | I8XOSFCR8 | NOYUU | 7.82% | $85,542,809 |
| FUSION VALUE | ZENITH SIGNAL | 3VCZIQVO8 | MID | 6.24% | $83,844,863 |
| PIONEER VALUE ZENITH | OAK NORTH | 5TO373A0H | JTMK | 8.29% | $58,995,457 |
| BEACON ZENITH | VALUE SIGNAL | FES108A0O | OXO | 4.50% | $88,314,954 |