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| Marks Group Wealth Management Inc
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|---|---|
| CRD # | 148679 |
| SEC # | 801-69685 |
| CIK # | 0001838660, 0001802473 |
| AUM | 2,017.3 M (2026-03-23) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 952-582-6100 |
| Address | 4350 Baker Road Minnetonka, MN 55343 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.2 | ||
| Alphabet Inc | 22.3 | ||
| Microsoft Corp | 14.1 | ||
| Republic Services Inc | 13.5 | ||
| Nvidia Corp | 12.9 | ||
| Facebook Inc | 12.4 | ||
| Intercontinentalexchange Group Inc | 11.7 | ||
| Stryker Corp | 11.4 | ||
| UnitedHealth Group Inc | 10.8 | ||
| Amazon Com Inc | 10.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 374 | 0.1 |
| (b) Individuals (high net worth individuals) | 408 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.2 |
| (h) Charitable organizations | 11 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,310 | 2.0 |
| By Discretionary | ||
| Discretionary | 4,255 | 1.8 |
| Non-Discretionary | 55 | 0.3 |
| Total | 4,310 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 4,310 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802473] | |
| 13F-HR | [0001838660] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
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Avendus Wealth Management Private Limited
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2,005.9 M | |
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JNBA Financial Advisors LLC
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