{
  "crd_number": 127371,
  "slug": "markiz-wealth-management-127371",
  "primary_business_name": "MARKIZ WEALTH MANAGEMENT",
  "legal_name": "PORTLAND FINANCIAL ADVISORS INC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-15",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 105846846.0,
  "raum_discretionary": 105846846.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1251003.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 8720321.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 95875522.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "OR",
    "WA"
  ],
  "websites": [
    "https://markizwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127371",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/markiz-wealth-management-127371",
  "display_name": "Markiz Wealth Management",
  "summary": "Markiz Wealth Management is an SEC-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Markiz Wealth Management (CRD 127371): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Markiz Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Markiz Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Markiz Wealth Management registered with the SEC or a state?",
      "a": "Markiz Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 127371."
    },
    {
      "q": "How much does Markiz Wealth Management manage?",
      "a": "Markiz Wealth Management reports $105,846,846 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Markiz Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Markiz Wealth Management: Regulatory assets under management: $75,287,017 in the October 2021 data and $105,846,846 in the October 2026 data, up 41%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Markiz Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (12)."
    },
    {
      "q": "Which custodians does Markiz Wealth Management use?",
      "a": "Markiz Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Markiz Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127371"
    },
    {
      "q": "Does Markiz Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"MWM requires a minimum of $500,000 to open an advisory account.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 75287017.0,
      "total_employees": 1,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 94436044.0,
      "total_employees": 1,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 81730973.0,
      "total_employees": 1,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 92338399.0,
      "total_employees": 1,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 105673722.0,
      "total_employees": 1,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 105846846.0,
      "total_employees": 2,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "MWM requires a minimum of $500,000 to open an advisory account."
        ]
      }
    ],
    "quotes": [
      "MWM requires a minimum of $500,000 to open an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/markiz-wealth-management-127371.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 8720321.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 95875522.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1251003.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127371",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}