Marks Group Wealth Management is a wealth manager based in Minnetonka, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Marks Group Wealth Management offers 5 Model Portfolios we own stocks, bonds, exchange-traded funds (ETFs) and mutual funds. Your investments are held in separately managed accounts where you see all the À7 moving parts8 of any transactions. Your management fees are fully disclosed and all-inclusive. We regularly update and communicate our firm6 s biases and outlook, which drive our investment decisions.We invest only in securities that have daily liquidity and pricing. We do not use hedge funds, structured notes, private investments or other investments that are less liquid and transparent 0 investment vehicles that in our opinion are not in the best interest of most high net worth investors.\
Investment types: Venture Capital - Early Stage, Structured Equity, Direct Investing, Private Equity, Investment Funds
Sectors & themes: Hedge Funds, Fixed Income/Debt Securities, Equity/Mutual Funds, ETFs, Startups & Management, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-Asset Investing, Fund of Funds, Investment Management, Capital Markets Finance, Alternative Investments, Traditional Investments (Liquid Assets), Financial Services
Preferred geographies: United States
Location: 4350 Baker Road\\nSuite 245\\nMinnetonka\\nMinnesota\\n55343\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.