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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-22-2008
- Office Locations
- 2
Office Locations
About Marks Group Wealth Management, Inc.
Marks Group Wealth Management is an employee-owned RIA providing financial planning and in-house, research-driven investment management for high-net-worth families, corporate retirement plan trustees, and nonprofit/board fiduciaries. The team runs six fully liquid, actively managed strategies and aims to avoid third-party outsourcing for cost and accountability. Hosts “Retirement University” education events; custodies with Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 26, 2025 and March 23, 2026, reported AUM increased 2.5%, from $2.0B to $2.0B.
Across 5 reported observations, AUM increased 24.4% between November 4, 2022 and March 23, 2026, from $1.6B to $2.0B.
Of the latest reported AUM, 87.0% is discretionary and 13.0% is non-discretionary.
The firm reports 9 advisory representatives and 809 clients, or 89.9 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
BENNETT ELDON MARKS
Chief Executive Officer, Chief Investment Officer, FOUNDER, General Partner
- CRD
- #1081385
- Ownership
- 50% but less than 75%
JOHN CHRISTIAN FESTE
President
- CRD
- #3246453
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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BRETT WILLIAM ANGEL
Wealth Advisor
- CRD
- #5426169
MATTHEW JOHN ARNOLD
Senior Wealth Advisor
- CRD
- #5360146
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,755,686,167 | $412,617 |
| Non-Discretionary | $261,589,852 | $4,756,179 |
| Total | $2,017,276,019 | $468,045 |
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Separately Managed Accounts
SMA allocation detail is available
Marks Group Wealth Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Marks Group Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.