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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- CrestElement legacy +more
- 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.
Team overview
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Asset Classes
Client Personas
CRM
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BENNETT ELDON MARKS
Chief Executive Officer, Chief Investment Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #1081385
- Ownership
- 50% but less than 75%
JOHN CHRISTIAN FESTE
President
- CRD
- #3246453
- Ownership
- 10% but less than 25%
Matrix timber
Matrix vertex signal
- CRD
- #23032
- Ownership
- 30.8%
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
Ridge unison
Alpha beacon
- CRD
- #45520
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
Total SMA Asset: $2,017,276,019
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $654,373,441 | 18.1% |
| Public Funds | $477,222,620 | 13.2% |
| Corporate - Investment Grade | $1,218,363,811 | 33.7% |
| Cash | $538,683,109 | 14.9% |
| Municipal Bonds | $437,454,069 | 12.1% |
| U.S. Government/Agency | $289,225,831 | 8.0% |
| Total | $3,615,322,881 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM PEAK | CREST VITAL | GQC8LQJOW | GWM | 10.01% | $1,018,620 |
| BRIDGE RADIAL | BEACON TIMBER | T48ZX239T | DGWA | 6.20% | $44,137,586 |
| VERTEX PEAK | MATRIX VITAL | VWANVZ87V | MIUE | 6.67% | $104,842,349 |
| RADIAL MERIDIAN | VECTOR ATLAS | YBCVMKW6L | SUWSO | 2.08% | $58,359,487 |
| UNISON HARBOR MATRIX | SIGNAL VITAL | U1NMTH3P1 | CHXHR | 11.13% | $69,331,889 |
| CATALYST ALPHA | RADIAL VECTOR | JH5U4CGBZ | WEV | 7.54% | $119,093,734 |
| EMBER CAPITAL | FOUNDATION FRONTIER | 9GP8F5199 | JJEW | 9.69% | $63,952,623 |
| FOCUS RIDGE NORTH | HARBOR UNISON | CVWZ3SUQQ | FIOVA | 2.57% | $21,491,724 |