M
CRD: 310534
Marks Wealth Management
Ellicott City, MD, 21042
4109341199
$409.2M Total AUM
$409.2M Disc. AUM
4.8% 3Y CAGR
4 Employees
283 ADV. Clients
5 yrs Firm Age
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- 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 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
29 AVG AGE
$136.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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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
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F
Finnian P Devine
Financial Analyst
- CRD
- #7859030
(276) 240-8293
quantum.beacon@crestcapital.com
in linkedin.com/in/zenith-crest
C
CATHERINE CAVALIER JACKSON
Managing Director
- CRD
- #6620068
(578) 871-1536
pathway.summit@frontiercapital.com
in linkedin.com/in/zenith-prime
Showing 2 of 3 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 |
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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 |