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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-24-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $318.8K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
DAVID SEAN MARKLE
Financial Advisor, Owner
- CRD
- #5025134
- Ownership
- 75% or more
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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
SMA allocation detail is available
Markle Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.