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MARKLE FINANCIAL LLC

LARAMIE, WY · CRD 302088 · IAPD ↗ · (307) 721-1725

$141.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — MARKLE FINANCIAL LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — MARKLE FINANCIAL LLC now reports custody of client assets ($400,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2025 — MARKLE FINANCIAL LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
June 2024 — MARKLE FINANCIAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — MARKLE FINANCIAL LLC reported RAUM down 32% ($142.6M -> $97.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — MARKLE FINANCIAL LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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