Richmark Private Wealth Management

Richmark Private Wealth Management (CRD# 290854) is a financial advisory firm headquartered in Frankenmuth, MI. They manage $44,558,624 in 361 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
516 South Main Street, Suite C, Frankenmuth, MI 48734
https://www.facebook.com/richmarkpwm/
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $123,431
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
  • 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.

IL, MI

Financial Advisors at Richmark Private Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Richard Marotzke, financial advisor Frankenmuth MI
Richard R. Marotzke
CRD#: 4693568
516 South Main Street, Suite C, Frankenmuth, MI 48734

Richard Marotzke (CRD# 4693568) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 20 years of experience in the finance industry.

2
Kevin Sims, financial advisor Frankenmuth MI
Kevin J. Sims
CRD#: 2188196
516 South Main Street, Suite C, Frankenmuth, MI 48734

Kevin Sims (CRD# 2188196) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 30 years of experience in the finance industry.

3
Trey Newsham, financial advisor Frankenmuth MI
Trey D. Newsham
CRD#: 7384380
516 South Main Street, Suite C, Frankenmuth, MI 48734

Trey Newsham (CRD# 7384380) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 2 years of experience in the finance industry.

4
Blaise Zimmer, financial advisor Frankenmuth MI
Blaise C. Zimmer
CRD#: 7227230
516 South Main Street, Suite C, Frankenmuth, MI 48734

Blaise Zimmer (CRD# 7227230) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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