Investment adviser · CRD 302088

MARKLE FINANCIAL LLC

Investment adviser filing (IA)

LARAMIE, WY, United States · Form ADV filed Jun 23, 2026

Regulatory AUM
$141M
Form ADV · Item 5.F
Client accounts
616
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals47$80,664,78357.1%
Individuals210$54,050,80938.3%
Retirement plans7$6,396,5674.5%
Pooled investment vehicles1$100,0000.1%
Filing source

Form ADV 2111611 · Jun 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VERTERA LLCVenture Capital Fund · Last reported Jun 23, 2026$100KGross asset value
Auditor TANNER ACCOUNTANTS & ADVISORS SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1612683876
Reported beneficial owners
3
Minimum commitment
$100K

Form ADV 2111611 · Jun 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

506 S. 21ST. ST. SUITE 101
LARAMIE, WY, 82070, United States

CRD 302088

Filing source

Form ADV 2111611 · Jun 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.