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MARKS WEALTH MANAGEMENT

ELLICOTT CITY, MD · CRD 310534 · IAPD ↗ · (410) 934-1199

$409.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
December 2025 — MARKS WEALTH MANAGEMENT moved its main office from ANNAPOLIS, MD to ELLICOTT CITY, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2025 — MARKS WEALTH MANAGEMENT notice-filed in SC.
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.