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MARKIZ WEALTH MANAGEMENT

· CRD 127371 · IAPD ↗ · markizwealth.com · 503-805-3485

$105.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — MARKIZ WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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