MARKS WEALTH, LLC
Legal name: MARKS WEALTH MANAGEMENT
CRD #310534 SEC #801-119442 ELLICOTT CITY, MD (410) 934-1199
SEC Registered
Total AUM
$383M
Discretionary
$383M
Employees
5
Clients
251
Accounts
974
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $383M | $383M | $0 | 5 | 0 |
| Apr 2025 | $383M | $383M | $0 | 5 | 0 |
| Apr 2025 | $383M | $383M | $0 | 5 | 0 |
| Mar 2025 | $383M | $383M | $0 | 5 | 0 |
| Feb 2025 | $383M | $383M | $0 | 5 | 0 |
| May 2024 | $382.7M | $382.7M | $0 | 7 | 0 |
| May 2024 | $382.7M | $382.7M | $0 | 6 | 0 |
| Apr 2024 | $382.7M | $382.7M | $0 | 5 | 0 |
| Apr 2024 | $382.7M | $382.7M | $0 | 2 | 0 |
| Feb 2024 | $382.7M | $382.7M | $0 | 3 | 0 |
| Jan 2024 | $376.3M | $376.3M | $0 | 3 | 0 |
| Nov 2023 | $376.3M | $376.3M | $0 | 3 | 0 |
| Jun 2023 | $344.2M | $344.2M | $0 | 3 | 0 |
| Jun 2023 | $344.2M | $344.2M | $0 | 2 | 0 |
| Jun 2023 | $344.2M | $344.2M | $0 | 3 | 0 |
| Mar 2023 | $344.2M | $344.2M | $0 | 4 | 0 |
| Feb 2023 | $350M | $325M | $25M | 4 | 0 |
| Feb 2023 | $350M | $325M | $25M | 4 | 0 |
| Oct 2022 | $350M | $325M | $25M | 4 | 0 |
| Oct 2022 | $350M | $325M | $25M | 4 | 0 |
| Jul 2022 | $350M | $325M | $25M | 3 | 0 |
| Apr 2022 | $350M | $325M | $25M | 2 | 0 |
| Jan 2022 | $350M | $325M | $25M | 3 | 0 |
| Dec 2021 | $320M | $298M | $22M | 3 | 0 |
| Oct 2021 | $320M | $298M | $22M | 3 | 0 |
| Aug 2021 | $320M | $298M | $22M | 3 | 0 |
| Jul 2021 | $320M | $298M | $22M | 3 | 0 |
| Jun 2021 | $320M | $298M | $22M | 3 | 0 |
| Mar 2021 | $320M | $298M | $22M | 3 | 0 |
| Dec 2020 | $285M | $250M | $35M | 3 | 0 |
| Oct 2020 | $0 | $0 | $0 | 3 | 0 |
| Sep 2020 | $0 | $0 | $0 | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$376.3M
Discretionary$376.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$376.3M
Discretionary$376.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$344.2M
Discretionary$344.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$344.2M
Discretionary$344.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$344.2M
Discretionary$344.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$344.2M
Discretionary$344.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$350M
Discretionary$325M
Non-Disc.$25M
Employees4
Clients0
DateFeb 2023
Total AUM$350M
Discretionary$325M
Non-Disc.$25M
Employees4
Clients0
DateOct 2022
Total AUM$350M
Discretionary$325M
Non-Disc.$25M
Employees4
Clients0
DateOct 2022
Total AUM$350M
Discretionary$325M
Non-Disc.$25M
Employees4
Clients0
DateJul 2022
Total AUM$350M
Discretionary$325M
Non-Disc.$25M
Employees3
Clients0
DateApr 2022
Total AUM$350M
Discretionary$325M
Non-Disc.$25M
Employees2
Clients0
DateJan 2022
Total AUM$350M
Discretionary$325M
Non-Disc.$25M
Employees3
Clients0
DateDec 2021
Total AUM$320M
Discretionary$298M
Non-Disc.$22M
Employees3
Clients0
DateOct 2021
Total AUM$320M
Discretionary$298M
Non-Disc.$22M
Employees3
Clients0
DateAug 2021
Total AUM$320M
Discretionary$298M
Non-Disc.$22M
Employees3
Clients0
DateJul 2021
Total AUM$320M
Discretionary$298M
Non-Disc.$22M
Employees3
Clients0
DateJun 2021
Total AUM$320M
Discretionary$298M
Non-Disc.$22M
Employees3
Clients0
DateMar 2021
Total AUM$320M
Discretionary$298M
Non-Disc.$22M
Employees3
Clients0
DateDec 2020
Total AUM$285M
Discretionary$250M
Non-Disc.$35M
Employees3
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0