Richmark Private Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 290854
· Frankenmuth, MI
· www.richmarkpwm.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $61.1M
- Discretionary
- $61.1M
- Clients
- 377
- Avg AUM / client
- $162K
- Accounts
- 388
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 348 | $43.5M | 71.2% |
| High net worth individuals | 8 | $7.9M | 12.9% |
| Business development companies | 8 | $271K | 0.44% |
| Pooled investment vehicles (non-investment companies) | 13 | $2.7M | 4.42% |
| Charitable organizations | Fewer than 5 clients | $6.7M | 11.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Joseph Sims | Registered representative | Apr 2019 (7y) | ||
| Blaise Conley Zimmer | Registered representative | Feb 2020 (7y) | ||
| Richard Robert Marotzke | Registered representative | Dec 2022 (4y) | ||
| Ronald Kent Haller | Registered representative | Feb 2024 (3y) | ||
| Zechariah Marotzke | Registered representative | Mar 2025 (1y) |
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) | 03/27/2026 | 1.18 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Axos Clearing $53.6M (88% of AUM) Mar 2026
- Charles Schwab & Co. $7.0M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗