M
CRD: 310534
Marks Wealth Management
Ellicott City, MD, 21042
4109341199
$409.2M Total AUM
$409.2M Disc. AUM
4.8% 3Y CAGR
5 Employees
283 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-2020
- Office Locations
- 1
Office Locations
11690 Frederick RD Ellicott City MD
About Marks Wealth Management
Marks Wealth Management is a Ellicott City-based RIA. The firm has been operating for 5 years. Managing $409.2M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
29 AVG AGE
$102.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.9 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
Request access to benchmark trends tied to oak capital.
Unlock to see real insight on atlas meridian.
Request access to benchmark trends tied to peak value.
Premium access reveals conviction themes in bridge summit.
See the complete signal summary connected to timber.
Premium access reveals conviction themes in legacy bridge.
Unlock to compare peer behavior around beacon catalyst.
Upgrade to reveal position-level detail across ember value.
Asset Classes
Delta Summit ember
Investment Themes
Vertex peak
Investment Vehicles
Vector unison
Services
Eagle value Unison legacy Quantum Legacy harbor Atlas Value Matrix Value Horizon
Owner & Executives
CHARLES MARKS
Chief Compliance Officer, Chief Executive Officer, MANAGING DIRECTOR
- CRD
- #5784332
- Ownership
- 75% or more
(957) 370-4494
alpha.capital@elementcapital.com
in linkedin.com/in/unison-focus
Showing 1 of 1 owners & executives
Unlock allContacts
F
Finnian P Devine
Financial Analyst
- CRD
- #7859030
(276) 240-8293
quantum.beacon@crestcapital.com
in linkedin.com/in/zenith-crest
F
Finn Michael Drew
Financial Advisor
- CRD
- #7845596
(578) 871-1536
pathway.summit@frontiercapital.com
in linkedin.com/in/zenith-prime
Z
Zenith ridge
Horizon ridge value
- CRD
- #17703
(736) 436-3104
value.ridge@primecapital.com
in linkedin.com/in/element-meridian
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,204,249 | $464,477 |
| Non-Discretionary | $0 | -- |
| Total | $409,204,249 | $464,477 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $409,204,249
Public Funds:
16.4% Cash:
20.8% Equity - Exchange:
19.7% U.S. Government/Agency:
18.2% Private Funds:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,443,789,123 | 16.4% |
| Cash | $1,831,147,181 | 20.8% |
| Equity - Exchange | $1,734,307,666 | 19.7% |
| U.S. Government/Agency | $1,602,253,783 | 18.2% |
| Private Funds | $2,192,094,462 | 24.9% |
| Total | $8,803,592,215 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR ELEMENT MOMENTUM | NORTH INSIGHT | YNUVEOTHS | YDB | 5.48% | $51,681,734 |
| VERTEX VECTOR QUANTUM | BEACON ATLAS | HZL1HIK0X | TJBNX | 7.89% | $48,005,093 |
| RIDGE RADIAL VECTOR | VITAL CAPITAL | YJ69CD6AY | WWD | 5.65% | $70,762,280 |
| VITAL VERTEX | BRIDGE UNISON | 10KL8MIBS | GZUA | 4.75% | $60,454,368 |
| QUANTUM ZENITH NORTH | RIDGE MOMENTUM | IRV6YLKHW | AAR | 2.21% | $40,140,280 |
| ELEMENT DELTA EMBER | GLACIER WAVE | S0DA8D01J | TQLTK | 1.78% | $104,816,637 |
| RADIAL DELTA BRIDGE | VALUE SIGNAL | Y0MKJGD5F | KCH | 7.52% | $82,606,450 |
| PEAK EMBER | MATRIX PEAK | OIB3YW95V | AZWDB | 9.36% | $37,652,811 |