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MARQUETTE WEALTH MANAGEMENT

MINNETONKA, MN · CRD 282482 · IAPD ↗ · 612-661-3770

$1.07BRegulatory AUM
4Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — MARQUETTE WEALTH MANAGEMENT moved its main office from MINNEAPOLIS, MN to MINNETONKA, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
October 2026 — MARQUETTE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($871.6M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2026 — MARQUETTE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — MARQUETTE WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2025 — MARQUETTE WEALTH MANAGEMENT notice-filed in CO.
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.