CRD: 116604
Marquis Wealth Management Group
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-1999
- Office Locations
- 1
Office Locations
About Marquis Wealth Management Group
Marquis Wealth Management Group is an independent RIA founded in 1999 in Fort Myers, FL, serving high-net-worth individuals, families, and business owners across Southwest Florida and nationwide. The team provides customized investment management and comprehensive financial planning, with consulting on retirement plans and personal/business insurance as needed. Operates in a non-commission model; advisors include multiple CFP professionals and custody with Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
BRIAN P O'CONNELL
Financial Advisor
- CRD
- #4281534
- Ownership
- 25% but less than 50%
TREVOR RUSKIN WHITLEY
Financial Advisor, General Partner
- CRD
- #4985041
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Arnold Robert Gillard Jr
Associate Financial Advisor
- CRD
- #7806065
MARCUS CORBIN HENDERSON
Financial Advisor, General Partner
- CRD
- #5850668
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,620,302 | $688,503 |
| Non-Discretionary | $406,603,465 | $486,950 |
| Total | $489,223,767 | $512,276 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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