Marquette Asset Management, Llc
- Regulatory AUM
- $872M
- Discretionary
- $872M
- Clients
- 242
- Avg AUM / client
- $3.6M
- Accounts
- 620
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $30.6M | 3.51% |
| High net worth individuals | 115 | $761M | 87.3% |
| Pension and profit sharing plans | 2 | $7.8M | 0.9% |
| Charitable organizations | 7 | $35.8M | 4.11% |
| Corporations and other businesses | 2 | $25.7M | 2.95% |
| Other | 7 | $10.4M | 1.19% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Marcel Vernier | President | Jun 2016 (10y) | ≈ 56.25% – 100% via Marquette Wealth Management, Llc | |
| Valerie Ann Thomas Ruth | Managing Director | Aug 2021 (5y) | Less than 5% | |
| Jordan Marie Elling | Registered representative | CFP | May 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marquette Wealth Management, Llc | 100% Owner | Dec 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christopher Marcel Vernier: 75% – 100% of Marquette Wealth Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 960 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $553M (63% 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗