Marks Group Wealth Management, Inc.
- Regulatory AUM
- $2.0B
- Discretionary
- $1.8B
- Clients
- 809
- Avg AUM / client
- $2.5M
- Accounts
- 4,310
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 374 | $150M | 7.42% |
| High net worth individuals | 408 | $1.4B | 68.0% |
| Pension and profit sharing plans | 12 | $202M | 9.99% |
| Charitable organizations | 11 | $282M | 14.0% |
| Corporations and other businesses | 4 | $11.2M | 0.56% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bwbr Architects, Inc. Profit Sharing And 401(k) Plan Bwbr Architects, Inc. | 2024 | |
| Affinity Plus 401(k) Retirement Plan Affinity Plus Federal Credit Union | 2024 | |
| Delta 401(k) Retirement Plan Delta Air Lines, Inc. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bennett Eldon Marks | Chief Investment Officer/Chief Executive Officer/Founder | Nov 2008 (18y) | 50% – 75% | |
| John Christian Feste | President | Nov 2008 (18y) | 10% – 25% | |
| Lewerenz, Erica, Shawn | Director Of Operations/Chief Compliance Officer | Nov 2019 (7y) | Less than 5% | |
| Patrick John Deeg | Registered representative | CFP | Jan 2014 (13y) | |
| Matthew John Arnold | Registered representative | CFP | Aug 2015 (11y) | |
| Jeremy David Netka | Registered representative | Jan 2018 (9y) | ||
| Samantha Lynn Thorn | Registered representative | CFP | Aug 2019 (7y) | |
| John Michael Hanten | Registered representative | CFP | Jan 2022 (5y) | |
| Turner Lee Storm | Registered representative | CFA | Jun 2024 (2y) | |
| Brett William Angel | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bwbr Architects, Inc. Profit Sharing And 401(k) Plan | Bwbr Architects, Inc. | 184 | $55.8M | 01/01/2024 |
| Affinity Plus 401(k) Retirement Plan | Affinity Plus Federal Credit Union | 607 | $98.2M | 01/01/2024 |
| Delta 401(k) Retirement Plan | Delta Air Lines, Inc. | 89,993 | $19.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.6B (78% of AUM) Mar 2026
- LPL Financial $515M (32% of AUM) Nov 2022
- Charles Schwab & Co. $204M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗