# Marquise Wealth Management, LLC

> Marquise Wealth Management, LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 164623
- Filed as: MARQUISE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164623
- AdvisorCensus page: https://advisorcensus.com/firm/marquise-wealth-management-llc-charlotte-nc-164623

## Quick answers

**How is Marquise Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Marquise Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marquise Wealth Management, LLC located?**
Marquise Wealth Management, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Marquise Wealth Management, LLC registered with the SEC or a state?**
Marquise Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164623.

**How much does Marquise Wealth Management, LLC manage?**
Marquise Wealth Management, LLC reports $38,871,915 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Marquise Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (10).

**Does Marquise Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164623

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,871,915
- Discretionary: $38,871,915
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $11,110,924 |
| High net worth individuals | 10 | $27,760,991 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marquise Wealth Management, LLC (CRD 164623): Form ADV filing data as of October 2026.