Marks Wealth

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

1 Park Pl Ste 500, Annapolis, Maryland, ...

Phone Number

(410) 934-1199

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Marks Wealth

At Marks Wealth LLC, your best interest always come first. We are dedicated fiduciary advisors with an uncompromising commitment to our clients.Explore more
Marks Wealth's Social MediaPopular SearchesMarks Wealth LLCMarks WealthSIC Code 62,628NAICS Code 52,523Show more

Marks Wealth Org Chart

PhoneEmail
TA
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marks Wealth

<$5M
11-50
Private
-
-
TA
Taylor AchilleManaging Director
$20.3M
51-200
Private
-
1902
SO
Sonia OrtolanoChief Operating Officer
<$5M
1-10
Private
-
1999
CC
Cory CookPresident & CEO & Fiduciary Senior Financial Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2000
ER
Emily RauAdministrative Assistant
<$5M
1-10
Private
-
-
MO
Michael OttersonWealth Advisor
<$5M
1-10
Private
-
2013
LD
Leon DadounCo-Founder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Marks Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Marks Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marks Wealth.

Marks Wealth Tech Stack

A closer look at the technologies used by Marks Wealth

Top Finance Companies

Frequently Asked Questions Regarding Marks Wealth

What is Marks Wealth's official website?
Marks Wealth's official website is www.markswm.com
What is Marks Wealth's Revenue?
Marks Wealth's revenue is <$5 Million
What is Marks Wealth's SIC code?
Marks Wealth's SIC: 62,628
What is Marks Wealth's NAICS code?
Marks Wealth's NAICS: 52,523
How many employees does Marks Wealth have?
Marks Wealth has 11-50 employees
What industry does Marks Wealth belong to?
Marks Wealth is in the industry of: Finance, Securities Trading
What is Marks Wealth competition?
Marks Wealth top competitors include: Pinnacle Peak Wealth Management, Cox & Cook Wealth Advisors, Cattaraugus County Bank, RFS Wealth Advisors
What technology does Marks Wealth use?
Some of the popular technologies that Marks Wealth uses are: Sentry, Barracuda Networks, Microsoft 365, WixStores
How do I contact Marks Wealth?
Marks Wealth contact info: Phone number: (410) 934-1199 Website: www.markswm.com
What does Marks Wealth do?

At Marks Wealth LLC, your best interest always come first. We are dedicated fiduciary advisors with an uncompromising commitment to our clients.... Read More

What are Marks Wealth social media links?
Marks Wealth Linkedin page
Is Marks Wealth a public company?
Marks Wealth is private company therefore does not currently have an official ticker symbol
See more information about Marks Wealth

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