This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-28-2016
- Office Locations
- 1
Office Locations
About Marquette Wealth Management
Marquette Wealth Management provides transparent, unbiased wealth management for individuals and families, pairing goal-based planning with customized portfolios that are reviewed regularly to keep investments and the financial plan on track (often tied to legacy and philanthropic priorities). The firm serves clients across 26 states and primarily invests via ETFs and public funds, with Charles Schwab as a key custodian.
Reported data analysis
What the numbers show
Between May 6, 2025 and March 31, 2026, reported AUM increased 6.7%, from $817.1M to $871.6M.
Across 5 reported observations, AUM increased 7.5% between August 1, 2022 and March 31, 2026, from $811.0M to $871.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 242 clients, or 80.7 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Marquette Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Marquette Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JORDAN MARIE ELLING
Financial Advisor, General Partner, WEALTH ADVISOR
- CRD
- #6508177
- Ownership
- Less than 5%
VALERIE ANN THOMAS RUTH
MANAGING DIRECTOR
- CRD
- #5500991
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $871,610,911 | $1,405,824 |
| Non-Discretionary | $0 | -- |
| Total | $871,610,911 | $1,405,824 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Marquette Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Marquette Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing