Marquise Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marquise Wealth Management provides investment management, financial planning, and consulting to individuals, families, trusts, estates, charitable organizations and retirement plans, managing approximately $38.9 million on a discretionary basis for about 33 client relationships. Engagements range from ongoing portfolio management to project-based financial planning and consulting services.
The firm typically constructs long-term, diversified portfolios guided by Modern Portfolio Theory and seeks to allocate across non‑correlated asset classes, using tactical tilting, tax positioning and a mix of active and passive strategies where appropriate. Accounts are reviewed at least quarterly, clients may complete an investment policy questionnaire, and the adviser discloses occasional use of leveraged ETFs and other trading strategies when deemed suitable for specific clients.
Marquise’s brochure highlights experience that extends beyond typical wealth management, including accounting experience and a practice focus on divorce financial planning and related forensic services, with staff holding CFP, Certified Divorce Financial Planning Analyst credentials and IRS tax preparer registration and participating as financial expert witnesses and in collaborative law groups. The firm also discloses an affiliation with another registered investment adviser through ownership interests of a firm principal, a relationship that is uncommon among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
$250/hour
Account minimum: $250,000
Main office
2116 Crown Centre Dr, Suite 100
Charlotte NC 28227
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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