SourcingSourcing

MARKS GROUP WEALTH MANAGEMENT, INC.

C47
CRD 148679·SEC 801-69685·MINNETONKA, MN
AUM
$2.02B
$1B+
Est. Revenue
$20.2M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$48.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARKS GROUP WEALTH MANAGEMENT, INC.
CRD
148679
SEC file #
801-69685
EIN
263675041
DBA names
—

Economics

AUM
$2.02B
AUM band
$1B+
AUM trajectory
'20'26
$908.4M → $2.02B▲ +122%
Client mix
Individuals High Net Worth408
Individuals Other374
Pension Profit Sharing Plans12
Charitable Organizations11
Corporations4

Operations

Employees (total)
14
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
8 advisors → 9 advisors▲ +13%
Primary office
MINNETONKA MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
youtube.com/channel/uc8twfajk0xvrcgtdqad7bja

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARKS, BENNETT, ELDON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MARKS, BENNETT, ELDON
FESTE, JOHN, CHRISTIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:marks.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
14
Form 5500 Total Compensation
200,789
Form 5500 Compensation Trajectory 3y
2025200,789
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
Schedule C Total Compensation
200,789
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001802473
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2020-02-12
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001802473-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
4350 BAKER ROAD, SUITE 245MINNETONKA, MN 55343
Business
4350 BAKER ROAD, SUITE 245MINNETONKA, MN 55343
Edgar EIN
263675041
Edgar Recent Filings
13F-HR2026-05-05 · 0001802473-26-000003
13F-HR2026-02-11 · 0001802473-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1081385
Trust Company Affiliate
No

People (10)

10
MARKS, BENNETT, ELDON
IAR · Direct Owner · 62.5%
1081385
FESTE, JOHN, CHRISTIAN
IAR · Direct Owner · 17.5%
3246453
LEWERENZ, ERICA, SHAWN
Executive Officer · 2.5%
6731812
MATTHEW JOHN ARNOLD
IAR
5360146
PATRICK JOHN DEEG
IAR
4997353
Samantha Lynn Thorn
IAR
6673817
John Michael Hanten
IAR
6819943
BRETT WILLIAM ANGEL
IAR
5426169
Turner Lee Storm
IAR
7242008
JEREMY DAVID NETKA
IAR
6626767