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MARKOWSKI INVESTMENTS

· CRD 141883 · IAPD ↗ · truthofinvesting.com · 8135976400

$473.9MRegulatory AUM
11Advisory reps
11Employees
0Clients
More than 500Planning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — MARKOWSKI INVESTMENTS added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — MARKOWSKI INVESTMENTS reported RAUM up 26% ($325.0M -> $410.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MARKOWSKI INVESTMENTS grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2024 — MARKOWSKI INVESTMENTS changed its website from annuitywatchdog.com to truthofinvesting.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — MARKOWSKI INVESTMENTS shrank from 15 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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