# Marquette Wealth Management

> 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.

- CRD: 282482
- Filed as: MARQUETTE WEALTH MANAGEMENT
- Legal name: Marquette Asset Management, LLC
- Also doing business as: MARQUETTE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282482
- AdvisorCensus page: https://advisorcensus.com/firm/marquette-wealth-management-minnetonka-mn-282482

## Quick answers

**How is Marquette Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Marquette Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Marquette Wealth Management located?**
Marquette Wealth Management's principal office is in Minnetonka, MN, according to its Form ADV.

**Is Marquette Wealth Management registered with the SEC or a state?**
Marquette Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282482.

**How much does Marquette Wealth Management manage?**
Marquette Wealth Management reports $1,067,558,917 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

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

**What types of clients does Marquette Wealth Management serve?**
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).

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

**Does Marquette 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/282482

**What changed in Marquette Wealth Management's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $1,067,558,917
- Discretionary: $1,067,558,917
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $48,820,073 |
| High net worth individuals | 116 | $930,027,026 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,937,284 |
| Charitable organizations | 7 | $41,762,039 |
| Corporations or other businesses not listed above | 2 | $27,246,962 |
| Other | 7 | $10,765,533 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, MN, NH, SD, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marquettewm.com
- Facebook @marquettewealthmanagement
- LinkedIn @MARQUETTE WEALTH MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $877,339,000 | 8 | August 11, 2021 |
| October 2022 | $810,991,000 | 8 | August 1, 2022 |
| October 2023 | $569,906,023 | 8 | January 31, 2023 |
| October 2024 | $712,168,148 | 8 | March 27, 2024 |
| October 2025 | $817,118,955 | 7 | May 6, 2025 |
| October 2026 | $1,067,558,917 | 8 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marquette Wealth Management (CRD 282482): Form ADV filing data as of October 2026.