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MARKS GROUP WEALTH MANAGEMENT, INC.

MINNETONKA, MN · CRD 148679 · IAPD ↗ · 952-582-6100

$2.02BRegulatory AUM
9Advisory reps
14Employees
0Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — MARKS GROUP WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250.
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.