This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$106MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$106M

Private client RAUM

$105MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$106Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

169

Individual clients

12

High net worth clients

33

SEC number

801-115289

CRD

127371

Filings on the tape

15

First filed

Apr 15, 2019

Latest filed

Apr 1, 2026

Organised

Corporation, OR

Website

markizwealth.com

• Occurred

  Mar 24, 2020
  Control person joined

  Ellen Randi Alberts-Markiz (Secretary/Treasurer) appeared on Schedule A of Markiz Wealth Management

  Form ADVobserved 6 days ago
• Occurred

  Apr 15, 2019
  First Form ADV filing

  Markiz Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d2867772-2b28-404f-2237-ac7cf303c44b

First observed

Apr 15, 2019

Last observed

Apr 1, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.