{
  "crd_number": 282482,
  "slug": "marquette-wealth-management-minnetonka-mn-282482",
  "primary_business_name": "MARQUETTE WEALTH MANAGEMENT",
  "legal_name": "MARQUETTE ASSET MANAGEMENT, LLC",
  "dbas": [
    "MARQUETTE WEALTH MANAGEMENT"
  ],
  "city": "Minnetonka",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-01-28",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 1067558917.0,
  "raum_discretionary": 1067558917.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 10765533.0,
      "count": 7,
      "description": "TRUSTS"
    },
    "charitable": {
      "raum": 41762039.0,
      "count": 7
    },
    "individuals": {
      "raum": 48820073.0,
      "count": 95
    },
    "pension_profit_sharing": {
      "raum": 8937284.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 930027026.0,
      "count": 116
    },
    "corporations_other_businesses": {
      "raum": 27246962.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "MN",
    "NH",
    "SD",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/marquettewealthmanagement",
    "https://linkedin.com/MARQUETTE WEALTH MANAGEMENT",
    "https://marquettewm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282482",
  "city_as_filed": "MINNETONKA",
  "url": "https://advisorcensus.com/firm/marquette-wealth-management-minnetonka-mn-282482",
  "display_name": "Marquette Wealth Management",
  "summary": "Marquette Wealth Management is an SEC-registered investment advisory firm in Minnetonka, MN, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Marquette Wealth Management (CRD 282482): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Marquette Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marquette Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Marquette Wealth Management located?",
      "a": "Marquette Wealth Management's principal office is in Minnetonka, MN, according to its Form ADV."
    },
    {
      "q": "Is Marquette Wealth Management registered with the SEC or a state?",
      "a": "Marquette Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282482."
    },
    {
      "q": "How much does Marquette Wealth Management manage?",
      "a": "Marquette Wealth Management reports $1,067,558,917 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Marquette Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Marquette Wealth Management: Regulatory assets under management: $877,339,000 in the October 2021 data and $1,067,558,917 in the October 2026 data, up 22%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Marquette Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (116); individuals (other than high net worth individuals) (95); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Marquette Wealth Management use?",
      "a": "Marquette 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 Marquette 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/282482"
    },
    {
      "q": "What changed in Marquette Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $871,610,911 to $1,067,558,917 (+22%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 877339000.0,
      "total_employees": 8,
      "filing_date": "2021-08-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 810991000.0,
      "total_employees": 8,
      "filing_date": "2022-08-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 569906023.0,
      "total_employees": 8,
      "filing_date": "2023-01-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 712168148.0,
      "total_employees": 8,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 817118955.0,
      "total_employees": 7,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1067558917.0,
      "total_employees": 8,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $871,610,911 to $1,067,558,917 (+22%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "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/marquette-wealth-management-minnetonka-mn-282482.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 95,
      "fewer_than_5": false,
      "raum": 48820073.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 116,
      "fewer_than_5": false,
      "raum": 930027026.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 8937284.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 41762039.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 27246962.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 10765533.0
    }
  ],
  "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/282482",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}