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MARQUIS WEALTH MANAGEMENT GROUP

FORT MYERS, FL · CRD 116604 · IAPD ↗ · marquiswealthgroup.com · 239-454-1117

$489.2MRegulatory AUM
6Advisory reps
9Employees
7Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2024 — MARQUIS WEALTH MANAGEMENT GROUP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.