Marquis Wealth Management Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 116604
- SEC number
- 801-60851
- Firm type
- RIA
- Assets under management
- $489.2M as of Apr 24, 2026
- Website
- www.marquiswealthgroup.com ↗
- Phone
- 239-454-1117
- Address
- 6208 Whiskey Creek Drive, Fort Myers, FL, 33919
Advisors at this firm
6 in our index · page 1 of 1
-
Arnold Robert GillardCRD 7806065 · Fort Myers, FLIA Registered
-
Marcus Corbin HendersonCRD 5850668 · Fort Myers, FLIA RegisteredRegistration inactive
-
Richard Earl KrichbaumCRD 3195431 · Fort Myers, FLIA Registered
-
Brian P O'connellCRD 4281534 · Fort Myers, FLIA Registered
-
Susan Kim SandsCRD 4603411 · Fort Myers, FLIA Registered
-
Trevor Ruskin WhitleyCRD 4985041 · Fort Myers, FLIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 116604 ↗
FINRA BrokerCheck record for firm CRD 116604 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.