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| Marks Wealth LLC
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| CRD # | 310534 |
| SEC # | 801-119442 |
| CIK # | 0001838660, 0001802473 |
| AUM | 409.2 M (2026-06-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 410-934-1199 |
| Address | 11690 Frederick Rd Ellicott City, MD 21042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 107.7 |
| (b) Individuals (high net worth individuals) | 132 | 301.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 881 | 409.2 |
| By Discretionary | ||
| Discretionary | 881 | 409.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 881 | 409.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.2 | |
| Total | 881 | 409.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802473] | |
| 13F-HR | [0001838660] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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