CRD: 290854
Richmark Private Wealth Management
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- Custodian
- Axos · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-19-2018
- Office Locations
- 1
Office Locations
About Richmark Private Wealth Management
RichMark Private Wealth Management is a Frankenmuth, MI RIA founded in 2008, focused on coaching clients through financial planning and portfolio management with a fiduciary, relationship-driven approach. The team supports retirement, tax, estate and charitable planning and insurance needs, with experience serving physicians. Portfolios emphasize public funds and fixed income. Founded by Rich Marotzke and Mark VanVoorhees; Marotzke became sole owner in 2019. Custody includes Charles Schwab & Co.
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CRM
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Investment Vehicles
Services
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Owner & Executives
RICHARD ROBERT MAROTZKE JR.
Chief Compliance Officer, Managing Member, President
- CRD
- #4693568
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RONALD KENT HALLER
Investment Advisor Representative
- CRD
- #2817513
ZECHARIAH MAROTZKE
Advisor
- CRD
- #8052315
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,121,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,121,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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