$8.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Ridge quantum
- Established Date
- 03-24-2014
- Office Locations
- 1
Office Locations
-- Danielsville PA
About Markle Wealth Management
Markle Wealth Management is a Lehigh Valley, PA fee-only advisory firm providing fiduciary financial planning and non-discretionary investment management. The practice specializes in tax, estate, and retirement planning, building IPS-driven portfolios with tax-efficient account management and distribution/withdrawal strategy support. Led by CPA/PFS, CFP David S. Markle and a NAPFA member; no sales commissions.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$318.8K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Wave signal Vertex
Custodian
Glacier beacon
Investment Themes
Peak peak Atlas momentum
Investment Vehicles
Focus
Services
Wave Vertex Vector Catalyst Horizon Alpha ridge Catalyst matrix Vector
Technology
Radial fusion
Owner & Executives
D
DAVID SEAN MARKLE
Financial Advisor, Owner
- CRD
- #5025134
- Ownership
- 75% or more
(962) 350-1576
foundation.momentum@embercapital.com
in linkedin.com/in/eagle-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,925,734 | -- |
| Total | $8,925,734 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,925,734
Public Funds:
18.6% Equity - Exchange:
47.5% Other:
14.2% Cash:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,192,262,786 | 18.6% |
| Equity - Exchange | $3,044,757,114 | 47.5% |
| Other | $910,222,127 | 14.2% |
| Cash | $1,262,772,950 | 19.7% |
| Total | $6,410,014,977 | 100.0% |