MARKS GROUP WEALTH MANAGEMENT, INC.
CRD #148679 SEC #801-69685 MINNETONKA, MN 952-582-6100
SEC Registered
Total AUM
$2B
Discretionary
$1.7B
Employees
14
Clients
251
Accounts
4,019
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2B | $1.7B | $242.5M | 14 | 0 |
| Feb 2025 | $2B | $1.7B | $242.5M | 14 | 0 |
| Sep 2024 | $1.7B | $1.5B | $208.8M | 14 | 0 |
| Apr 2024 | $1.7B | $1.5B | $208.8M | 14 | 0 |
| Mar 2024 | $1.7B | $1.5B | $208.8M | 14 | 0 |
| Mar 2023 | $1.5B | $1.3B | $196.3M | 14 | 0 |
| Nov 2022 | $1.6B | $1.4B | $215.5M | 14 | 0 |
| Mar 2022 | $1.6B | $1.4B | $215.5M | 14 | 0 |
| Mar 2021 | $1.4B | $1.2B | $151.7M | 13 | 0 |
| Aug 2020 | $1.1B | $947M | $121.7M | 13 | 0 |
| Jul 2020 | $1.1B | $947M | $121.7M | 13 | 0 |
| Jun 2020 | $1.1B | $947M | $121.7M | 13 | 0 |
| May 2020 | $1.1B | $947M | $121.7M | 13 | 0 |
| Mar 2020 | $1.1B | $947M | $121.7M | 13 | 0 |
| Jan 2020 | $908.4M | $803.3M | $105.1M | 13 | 0 |
| Mar 2019 | $908.4M | $803.3M | $105.1M | 13 | 0 |
| Aug 2018 | $836M | $731.9M | $104.2M | 13 | 0 |
| Mar 2018 | $836M | $731.9M | $104.2M | 13 | 0 |
| Jul 2017 | $711.7M | $622.2M | $89.5M | 12 | 500 |
| Mar 2017 | $711.7M | $622.2M | $89.5M | 12 | 500 |
| Dec 2016 | $560.9M | $486.5M | $74.4M | 12 | 500 |
| Aug 2016 | $560.9M | $486.5M | $74.4M | 12 | 500 |
| Jul 2016 | $560.9M | $486.5M | $74.4M | 12 | 500 |
| Mar 2016 | $560.9M | $486.5M | $74.4M | 12 | 500 |
| Nov 2015 | $505M | $499M | $6M | 11 | 400 |
| Mar 2015 | $505M | $499M | $6M | 11 | 400 |
| Mar 2014 | $334.8M | $329.3M | $5.5M | 9 | 400 |
| Mar 2013 | $289.1M | $284.8M | $4.4M | 10 | 400 |
| Dec 2012 | $257.7M | $251.5M | $6.2M | 8 | 300 |
| Mar 2012 | $257.7M | $251.5M | $6.2M | 6 | 300 |
| Jan 2011 | $223.4M | $220.6M | $2.8M | 10 | -- |
| Mar 2010 | $190.3M | $189M | $1.3M | 10 | -- |
| Feb 2009 | $133.1M | $133.1M | $0 | 10 | -- |
DateSep 2025
Total AUM$2B
Discretionary$1.7B
Non-Disc.$242.5M
Employees14
Clients0
DateFeb 2025
Total AUM$2B
Discretionary$1.7B
Non-Disc.$242.5M
Employees14
Clients0
DateSep 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$208.8M
Employees14
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$208.8M
Employees14
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$208.8M
Employees14
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$196.3M
Employees14
Clients0
DateNov 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$215.5M
Employees14
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$215.5M
Employees14
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$151.7M
Employees13
Clients0
DateAug 2020
Total AUM$1.1B
Discretionary$947M
Non-Disc.$121.7M
Employees13
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$947M
Non-Disc.$121.7M
Employees13
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$947M
Non-Disc.$121.7M
Employees13
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$947M
Non-Disc.$121.7M
Employees13
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$947M
Non-Disc.$121.7M
Employees13
Clients0
DateJan 2020
Total AUM$908.4M
Discretionary$803.3M
Non-Disc.$105.1M
Employees13
Clients0
DateMar 2019
Total AUM$908.4M
Discretionary$803.3M
Non-Disc.$105.1M
Employees13
Clients0
DateAug 2018
Total AUM$836M
Discretionary$731.9M
Non-Disc.$104.2M
Employees13
Clients0
DateMar 2018
Total AUM$836M
Discretionary$731.9M
Non-Disc.$104.2M
Employees13
Clients0
DateJul 2017
Total AUM$711.7M
Discretionary$622.2M
Non-Disc.$89.5M
Employees12
Clients500
DateMar 2017
Total AUM$711.7M
Discretionary$622.2M
Non-Disc.$89.5M
Employees12
Clients500
DateDec 2016
Total AUM$560.9M
Discretionary$486.5M
Non-Disc.$74.4M
Employees12
Clients500
DateAug 2016
Total AUM$560.9M
Discretionary$486.5M
Non-Disc.$74.4M
Employees12
Clients500
DateJul 2016
Total AUM$560.9M
Discretionary$486.5M
Non-Disc.$74.4M
Employees12
Clients500
DateMar 2016
Total AUM$560.9M
Discretionary$486.5M
Non-Disc.$74.4M
Employees12
Clients500
DateNov 2015
Total AUM$505M
Discretionary$499M
Non-Disc.$6M
Employees11
Clients400
DateMar 2015
Total AUM$505M
Discretionary$499M
Non-Disc.$6M
Employees11
Clients400
DateMar 2014
Total AUM$334.8M
Discretionary$329.3M
Non-Disc.$5.5M
Employees9
Clients400
DateMar 2013
Total AUM$289.1M
Discretionary$284.8M
Non-Disc.$4.4M
Employees10
Clients400
DateDec 2012
Total AUM$257.7M
Discretionary$251.5M
Non-Disc.$6.2M
Employees8
Clients300
DateMar 2012
Total AUM$257.7M
Discretionary$251.5M
Non-Disc.$6.2M
Employees6
Clients300
DateJan 2011
Total AUM$223.4M
Discretionary$220.6M
Non-Disc.$2.8M
Employees10
Clients--
DateMar 2010
Total AUM$190.3M
Discretionary$189M
Non-Disc.$1.3M
Employees10
Clients--
DateFeb 2009
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees10
Clients--