MARQUIS WEALTH MANAGEMENT GROUP
SEC RegisteredDedicated To Extraordinary Service
About the firm
Founded in Fort Myers in January of 1999, Marquis Wealth Management Group is a Registered Investment Advisor specializing in advising high net worth individuals, families, and their businesses in all financial matters. Their principal business includes investment advisory and personalized financial planning services, with additional consulting on personal and business insurance and retirement plans. As an independent company, they offer services in a non-commission environment to clients in Southwest Florida and throughout the USA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Business financial consulting, investment management services, insurance review and consulting, personal financial planning, business retirement plans and employee benefits, personal asset and liability statements, separately managed accounts, non-public securities consulting, stock options consulting, and concentrated stock position strategies.
Who they serve
High net worth individuals, families, and their businesses; divorced individuals; business people and individuals in Fort Myers, Naples, Bonita Springs, Southwest Florida and throughout the USA.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 198 | $78M |
| High Net Worth Individuals | 103 | $387M |
| Charitable Organizations | 8 | $22M |
| State/Municipal Entities | 12 | — |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARQUIS WEALTH MANAGEMENT GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.