Marks Wealth

Financial Services • Annapolis, Maryland, United States • 1-10 Employees

Company overview

Headquarters	1 Park Pl, Suite 500, Annapolis, Maryland 21401, US
Phone number	+14109341199
Website	markswm.com
NAICS	52
Keywords	Financial Advising, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Legacy & Estate Planning
Founded	2020
Employees	1-10
Socials

Key Contact at Marks Wealth

Charles N. Marks

Chief Executive Officer

Marks Wealth Email Formats

Marks Wealth uses 1 email format. The most common is {first initial} (e.g., j@markswm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@markswm.com	100%

About Marks Wealth

Marks Wealth Management offers individualized financial planning, both locally and remote, to help individuals and companies reach their short-term and long-term goals. Our Forbes nationally ranked team works through wealth management, portfolio & asset management advice, and legacy planning. Our services include: retirement planning, financial & investment management, risk management, tax efficiency, legacy & estate planning, and behavioral finance coaching. In an increasingly complex global market, we are dedicated to monitoring your financial future, so you can focus on the moments that matter most in life!

Marks Wealth revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Marks Wealth has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Marks Wealth has never raised funding before.

Marks Wealth Tech Stack

Discover the technologies and tools that power Marks Wealth's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Priority Hints

Performance

Wix eCommerce

Ecommerce

Frequently asked questions

Marks Wealth is located in Annapolis, Maryland, US.

You can reach Marks Wealth at +14109341199.

Marks Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Marks Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Marks Wealth

Charles N. Marks

Chief Executive Officer

4.8

40,000 users