Marquis Wealth Management Group

$489.2MAssets under management
as of Apr 2026 · SEC Form ADV
Fort Myers, FL
Visit website
6 people on Advicer connected to this.

Tech stack

No one at Marquis Wealth Management Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Marquis Wealth Management Group's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $70M held · filed Aug 2024