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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 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 |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CNSL MANAGEMENT ENTERPRISES, LLC | DE | MANAGING MEMBER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
| MARKS, CHARLES | I | CEO / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (10)
DE FL LA MD NC NH PA SC TX VA
Address
11690 FREDERICK RDELLICOTT CITY, MD 21042
United States
Phone: (410) 934-1199