MARKS GROUP WEALTH MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Minnesota, United States

Employees

Total Number of Employees	14
Investment Advisory/Research	9
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	9
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	3

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	3,714	$1.5B
Non-Discretionary	74	$208.8M
Total	3,788	$1.7B

Clients

Type	Number	RAUM
Individuals	408	$173.5M
HNW Individuals	329	$1.1B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	10	$153.8M
Charitable organizations	9	$272.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$10.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	1.5B

Portfolio Manager to Program	Sponsor
MARKS GROUP WEALTH MANAGEMENT WRAP PROGRAM	MARKS GROUP WEALTH MANAGEMENT, INC.

Identifiers

SEC RIA File Number	801-69685
SEC ERA File Number	801-69685
SEC CIK Numbers	1802473
SEC CRD Numbers	148679
Legal Entity Identifier	None

Principal Office

4350 BAKER ROAD
SUITE 245
MINNETONKA
MN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic