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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| LEWERENZ, ERICA, SHAWN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | |
| NIETZEL, BRIAN, BATES | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | |
| NIETZEL, BRIAN, BATES | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | PRESIDENT/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| MARKS, BENNETT, ELDON | I | CHIEF INVESTMENT OFFICER/CHIEF EXECUTIVE OFFICER/FOUNDER | D | Control |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | B | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | B | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | B | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | PRESIDENT | B | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A | |
| FESTE, JOHN, CHRISTIAN | I | MANAGING PRINCIPAL | A |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (16)
AL AZ CA FL IA IL IN LA MN MO ND NE NY SD TX WI
Address
4350 BAKER ROADSUITE 245
MINNETONKA, MN 55343
United States
Phone: 952-582-6100