Marquis Wealth Management Group

Marquis Wealth Management Group (CRD# 116604) is a financial advisory firm headquartered in Fort Myers, FL. They manage $326,493,216 in 949 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    949
    ACCOUNTS
  • Average Account Value
    $344,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, NC, TX

Financial Advisors at Marquis Wealth Management Group
Showing 1 - 5 of 5 top financial advisors.
1
Richard E. Krichbaum
CRD#: 3195431
6208 Whiskey Creek Drive, Fort Myers, FL 33919

Richard Krichbaum (CRD# 3195431) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 25 years of experience in the finance industry.

2
Brian P. O'connell
CRD#: 4281534
6208 Whiskey Creek Drive, Fort Myers, FL 33919

Brian O'connell (CRD# 4281534) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 22 years of experience in the finance industry.

3
Susan K. Sands
CRD#: 4603411
6208 Whiskey Creek Drive, Fort Myers, FL 33919

Susan Sands (CRD# 4603411) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 22 years of experience in the finance industry.

4
Trevor R. Whitley
CRD#: 4985041
6208 Whiskey Creek Drive, Fort Myers, FL 33919

Trevor Whitley (CRD# 4985041) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 18 years of experience in the finance industry.

5
Arnold R. Gillard
CRD#: 7806065
6208 Whiskey Creek Drive, Fort Myers, FL 33919

Arnold Gillard (CRD# 7806065) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has 1 year of experience in the finance industry.

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