Marquette Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$978,847,099
Clients
211
Advisors
3
of 8 employees
About
Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, and also offers consulting and fiduciary services to employee benefit plans. The firm also serves as an Investment Trust Advisor for personal trust accounts and incorporates retirement- and estate-related planning into its wealth management engagements.
The firm follows a disciplined, research-driven investment process that emphasizes global asset allocation, diversification across and within asset classes, and factor-aware active strategies in less efficient markets (small caps, emerging markets, and parts of fixed income). Portfolios are built from mutual funds, ETFs, individual securities, and, when appropriate, sub-advisors (including for ESG- or values-aligned mandates), with written Investment Policy Statements guiding ongoing management and quarterly investment committee reviews.
Compared with many peers, Marquette manages over $1.06 billion in discretionary assets with a compact advisory team, resulting in an unusually high level of assets per advisor. The firm also uses borrowing in client accounts (margin balances are incorporated into its fee calculations) and explicitly documents use of separately managed account structures and directed-trust arrangements with a recommended trustee, practices that are less common among similar advisory teams.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Main office
11100 Wayzata Blvd., Suite 560
Minnetonka MN 55305-9930
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Minnesota · New Hampshire · South Dakota · Texas · Wisconsin
Also doing business as
Marquette Asset Management · Marquette Asset Management, LLC · Marquette Wealth Management
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
Valerie T
Series 65
Minnetonka, MN
Marquette Wealth Management
Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minnetonka, MN, holding a Series 65 designation with nine years of industry experience. She previously worked at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC before joining Marquette. Marquette Wealth Management serves individuals, high net worth families, trusts, foundations, and donor-advised funds with financial planning and discretionary investment management, also providing consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment process emphasizing global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact team.
Jordan E
CFP®, Series 65
Minnetonka, MN
Marquette Wealth Management
Jordan Elling is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marquette Wealth Management. He previously worked for eight years at CliftonLarsonAllen Wealth Advisors, LLC before joining Marquette in 2023. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, alongside consulting and fiduciary services for employee benefit plans. The firm employs a disciplined, research-driven investment process focused on global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact advisory team.
Christopher V
Minnetonka, MN
Marquette Wealth Management
Christopher Vernier is a financial advisor at Marquette Wealth Management with 12 years of industry experience. He worked at Marquette Asset Management in 2016. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, as well as consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment approach focused on global asset allocation, diversification, and factor-aware active strategies in less efficient markets.
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