MARKLE FINANCIAL LLC
CRD #302088 SEC #801-116686 LARAMIE, WY (307) 721-1725
SEC Registered Private Funds
Total AUM
$121.6M
Discretionary
$116.7M
Employees
6
Clients
10
Accounts
324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $121.6M | $116.7M | $4.9M | 6 | 2 |
| Mar 2025 | $121.6M | $116.7M | $4.9M | 6 | 2 |
| Oct 2024 | $97.3M | $91.8M | $5.5M | 4 | 0 |
| Aug 2024 | $97.3M | $91.8M | $5.5M | 4 | 0 |
| May 2024 | $97.3M | $91.8M | $5.5M | 4 | 0 |
| Mar 2024 | $97.3M | $91.8M | $5.5M | 4 | 0 |
| Sep 2023 | $142.6M | $132.5M | $10.1M | 4 | 0 |
| Mar 2023 | $142.6M | $132.5M | $10.1M | 6 | 0 |
| Feb 2023 | $149.8M | $138.9M | $10.8M | 8 | 10 |
| Dec 2022 | $149.8M | $138.9M | $10.8M | 8 | 10 |
| Oct 2022 | $149.8M | $138.9M | $10.8M | 8 | 10 |
| Jul 2022 | $149.8M | $138.9M | $10.8M | 8 | 10 |
| Jun 2022 | $149.8M | $138.9M | $10.8M | 8 | 10 |
| Mar 2022 | $149.8M | $138.9M | $10.8M | 8 | 10 |
| Sep 2021 | $132.4M | $123.5M | $9M | 5 | 0 |
| May 2021 | $132.4M | $123.5M | $9M | 5 | 0 |
| Apr 2021 | $132.4M | $123.5M | $9M | 5 | 0 |
| Feb 2021 | $108.6M | $100.6M | $8M | 5 | 0 |
| Nov 2020 | $108.6M | $100.6M | $8M | 5 | 0 |
| Jun 2020 | $108.6M | $100.6M | $8M | 6 | 0 |
| Nov 2019 | $101.8M | $93.8M | $8M | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 5 | 0 |
| Jun 2019 | $0 | $0 | $0 | 5 | 0 |
| Apr 2019 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$121.6M
Discretionary$116.7M
Non-Disc.$4.9M
Employees6
Clients2
DateMar 2025
Total AUM$121.6M
Discretionary$116.7M
Non-Disc.$4.9M
Employees6
Clients2
DateOct 2024
Total AUM$97.3M
Discretionary$91.8M
Non-Disc.$5.5M
Employees4
Clients0
DateAug 2024
Total AUM$97.3M
Discretionary$91.8M
Non-Disc.$5.5M
Employees4
Clients0
DateMay 2024
Total AUM$97.3M
Discretionary$91.8M
Non-Disc.$5.5M
Employees4
Clients0
DateMar 2024
Total AUM$97.3M
Discretionary$91.8M
Non-Disc.$5.5M
Employees4
Clients0
DateSep 2023
Total AUM$142.6M
Discretionary$132.5M
Non-Disc.$10.1M
Employees4
Clients0
DateMar 2023
Total AUM$142.6M
Discretionary$132.5M
Non-Disc.$10.1M
Employees6
Clients0
DateFeb 2023
Total AUM$149.8M
Discretionary$138.9M
Non-Disc.$10.8M
Employees8
Clients10
DateDec 2022
Total AUM$149.8M
Discretionary$138.9M
Non-Disc.$10.8M
Employees8
Clients10
DateOct 2022
Total AUM$149.8M
Discretionary$138.9M
Non-Disc.$10.8M
Employees8
Clients10
DateJul 2022
Total AUM$149.8M
Discretionary$138.9M
Non-Disc.$10.8M
Employees8
Clients10
DateJun 2022
Total AUM$149.8M
Discretionary$138.9M
Non-Disc.$10.8M
Employees8
Clients10
DateMar 2022
Total AUM$149.8M
Discretionary$138.9M
Non-Disc.$10.8M
Employees8
Clients10
DateSep 2021
Total AUM$132.4M
Discretionary$123.5M
Non-Disc.$9M
Employees5
Clients0
DateMay 2021
Total AUM$132.4M
Discretionary$123.5M
Non-Disc.$9M
Employees5
Clients0
DateApr 2021
Total AUM$132.4M
Discretionary$123.5M
Non-Disc.$9M
Employees5
Clients0
DateFeb 2021
Total AUM$108.6M
Discretionary$100.6M
Non-Disc.$8M
Employees5
Clients0
DateNov 2020
Total AUM$108.6M
Discretionary$100.6M
Non-Disc.$8M
Employees5
Clients0
DateJun 2020
Total AUM$108.6M
Discretionary$100.6M
Non-Disc.$8M
Employees6
Clients0
DateNov 2019
Total AUM$101.8M
Discretionary$93.8M
Non-Disc.$8M
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0