Marks Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marks Wealth Management serves individual and high‑net‑worth clients and also accepts engagements from trusts, estates, charitable organizations and business entities. The firm provides comprehensive wealth management services that combine financial planning, consulting and discretionary portfolio management.
The firm principally constructs globally allocated portfolios that lean on exchange-traded funds, while also using mutual funds and individual securities in limited circumstances; it practices active portfolio management with the stated goal of outperforming benchmarks and employs both fundamental and technical analysis. MWM tailors strategies to client risk tolerance and planning needs, may use margin for liquidity purposes, and can advise on held‑away assets such as annuities and employer retirement plan holdings.
Notable characteristics include that all reported assets are managed on a discretionary basis and the firm accepts standing letters of authorization and direct fee debits from client custodial accounts. MWM relies on Schwab’s institutional platform for custody, trading and substantial software and support benefits (including funds for third‑party services), a relationship the brochure identifies as a potential conflict of interest that clients should consider when evaluating custodian choices.
Client services
Expertise
Fee options
$0 - $499,999: 2.50% $500,000 - $999,999: 2.00% $1,000,000 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.85% $10,000,000+: 0.75%
Main office
11690 Frederick Rd
Ellicott City MD 21042
Advisors at this office
4
Most active in
Delaware · Florida · Louisiana · Maryland · New Hampshire · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Corners Advisors, LLC · Marks Wealth Management · Marks Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Finnian D
Series 65
Ellicott City, MD
Marks Wealth Management
Finnian Devine is a financial advisor at Marks Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Marks Wealth Management, he worked at Advarra, Inc and Stella Notte. Marks Wealth Management provides comprehensive wealth management and investment advisory services primarily to individual clients and related entities. The firm manages portfolios on a discretionary basis using a global allocation approach that incorporates both fundamental and technical analysis.
Richard G
Series 65
Ellicott City, MD
Marks Wealth Management
Richard Gloekler is a financial advisor at Marks Wealth Management in Ellicott City, MD. He holds a Series 65 designation and has recently started his career in financial advising, with prior experience at the University of Maryland. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services including financial planning, consulting, and discretionary portfolio management, with an investment approach focused on globally allocated portfolios and active management.
Charles M
Series 66
Ellicott City, MD
Marks Wealth Management
Charles Marks is a financial advisor at Marks Wealth Management with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers comprehensive wealth management services, including financial planning, consulting, and discretionary portfolio management, with a focus on globally allocated portfolios that primarily use exchange-traded funds alongside mutual funds and individual securities.
Catherine J
CFP®, Series 66
Ellicott City, MD
Marks Wealth Management
Catherine Jackson is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Marks Wealth Management since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Marks Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services, combining financial planning, consulting, and discretionary portfolio management with a focus on actively managed, globally allocated portfolios primarily using ETFs.
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