CRD: 164623
Marquise Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital timber
- Established Date
- 06-01-2012
- Office Locations
- 1
Office Locations
About Marquise Wealth Management, LLC
Marquise Wealth Management is a small Charlotte, NC wealth manager providing investment management, financial planning and consulting for individuals and families planning for retirement, education funding, and estate transfers. The team builds strategic portfolios focused on asset allocation and risk management, commonly using public funds and ETFs alongside high-quality fixed income and cash. Custodied at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
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Technology
Owner & Executives
ANNAMARIE JOSEPH
Chief Executive Officer, Owner, Wealth Manager
- CRD
- --
- Ownership
- 75% or more
DENSEL FLEMING
Chief Compliance Officer, INVESTMENT OFFICER
- CRD
- #5247178
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KADER JON JOSEPH
Wealth Manager
- CRD
- #6371629
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,871,915 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,871,915 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,871,915
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $734,808,533 | 30.6% |
| Public Funds | $597,932,433 | 24.9% |
| Cash | $506,681,701 | 21.1% |
| Corporate - Investment Grade | $561,912,407 | 23.4% |
| Total | $2,401,335,074 | 100.0% |