Data / Investment advisers / Minnesota / Marquette Wealth Management
Marquette Wealth Management, Minnetonka, MN: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Marquette Wealth Management is an SEC registered investment adviser with its main office in Minnetonka, Minnesota and reports $1.1 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 282482
- SEC file number
- 801-107122
- SEC status
- Approved, effective January 28, 2016
- Legal name
- Marquette Asset Management, LLC
- Main office
- 11100 Wayzata Blvd. Suite 560, Minnetonka, MN 55305
- Phone
- (612) 661-3770
- Regulatory AUM
- $1,067,558,917 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $1,067,558,917
- Accounts
- 642
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 116 | $930 million |
| Individuals (other than high net worth individuals) | 95 | $48.8 million |
| Charitable organizations | 7 | $41.8 million |
| Corporations or other businesses | 2 | $27.2 million |
| Pension and profit sharing plans | 2 | $8.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $1.07 billion | September 28, 2026 |
| April 1, 2026 | $871.6 million | March 31, 2026 |
| December 1, 2025 | $817.1 million | May 6, 2025 |
Other advisers in Minnetonka
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pine River Capital Management L.P. | Minnetonka | $46.87 billion | 2 | adviserinfo.sec.gov |
| Advisornet Wealth Partners | Minnetonka | $3.15 billion | Not listed | adviserinfo.sec.gov |
| Marks Group Wealth Management, Inc. | Minnetonka | $2.02 billion | Not listed | adviserinfo.sec.gov |
| Bluestem Wealth Partners, LLC | Minnetonka | $1.12 billion | Not listed | adviserinfo.sec.gov |
| DGV Solutions LP | Minnetonka | $944.4 million | 1 | adviserinfo.sec.gov |
| The Advocate Group, LLC | Minnetonka | $809.9 million | Not listed | adviserinfo.sec.gov |
| Navista Wealth Management, Inc. | Minnetonka | $709.6 million | Not listed | adviserinfo.sec.gov |
| Cherry Tree Wealth Management, LLC | Minnetonka | $673.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnetonka, MN
- Investment advisers in Minnesota
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Marquette Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.