Investment adviser · CRD 116604
MARQUIS WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
MNS FINANCIAL MANAGEMENT, L.L.C.
FORT MYERS, FL, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $489M Form ADV · Item 5.F
- Client accounts
- 955 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 103 | $386,620,970 | 79.0% |
| Individuals | 198 | $78,436,574 | 16.0% |
| Retirement plans | 8 | $21,561,028 | 4.4% |
| Charities | 12 | $2,605,195 | 0.5% |
Filing source
Form ADV 2098547 · Apr 24, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6208 WHISKEY CREEK DRIVEFORT MYERS, FL, 33919, United States
CRD 116604
Filing source
Form ADV 2098547 · Apr 24, 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.