# Markiz Wealth Management

> 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.

- CRD: 127371
- Filed as: MARKIZ WEALTH MANAGEMENT
- Legal name: Portland Financial Advisors Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127371
- AdvisorCensus page: https://advisorcensus.com/firm/markiz-wealth-management-127371

## Quick answers

**How is Markiz Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Markiz Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Markiz Wealth Management charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $400 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Markiz Wealth Management registered with the SEC or a state?**
Markiz Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 127371.

**How much does Markiz Wealth Management manage?**
Markiz Wealth Management reports $105,846,846 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Markiz Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Markiz Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (12).

**Which custodians does Markiz Wealth Management use?**
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.

**Does Markiz Wealth Management report any disciplinary disclosures?**
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

**Does Markiz Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated April 1, 2026 says: "MWM requires a minimum of $500,000 to open an advisory account."

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: $500,000

> MWM requires a minimum of $500,000 to open an advisory account.

- Hourly rate: $400 an hour (financial planning services)

> Fees for financial planning services will be billed at the rate of $400 per hour plus out-of-pocket expenses, which will be pre -approved by the Client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $105,846,846
- Discretionary: $105,846,846
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $8,720,321 |
| High net worth individuals | 33 | $95,875,522 |
| Charitable organizations | Fewer than 5 | $1,251,003 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Lake Oswego, OR

### Websites listed on Form ADV (Item 1.I)
- markizwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $75,287,017 | 1 | March 29, 2021 |
| October 2022 | $94,436,044 | 1 | March 29, 2022 |
| October 2023 | $81,730,973 | 1 | March 29, 2023 |
| October 2024 | $92,338,399 | 1 | March 22, 2024 |
| October 2025 | $105,673,722 | 1 | March 25, 2025 |
| October 2026 | $105,846,846 | 2 | April 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Markiz Wealth Management (CRD 127371): Form ADV filing data as of October 2026.