Marquise Wealth Management, LLC

Marquise Wealth Management, LLC (CRD# 164623) is a financial advisory firm headquartered in Charlotte, NC. They manage $9,135,073 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $246,894
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Marquise Wealth Management, LLC
No Advisor Found.
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