Insights

Niche Client Focus Marquette Wealth Management specializes in providing personalized investment and financial planning services to individuals, families, and institutions, indicating an opportunity to offer tailored solutions and advanced financial planning tools.

Growth Investment Strategy Recent asset investments in ETFs and biotech firms demonstrate an active, growth-oriented investment approach that may benefit from innovative asset management platforms or alternative investment products.

Technology Utilization Leveraging cloud services, data analytics, and financial tech tools suggests openness to integrating advanced technology solutions such as portfolio optimization software or secure client portals.

Market Positioning Operating within a highly competitive financial services sector with mid-sized assets under management, Marquette is positioned to expand its product offerings and client base through strategic partnerships and digital marketing.

Financial Health With revenue estimates between 25 to 50 million dollars and a small team, the firm shows promising scale for upselling premium advisory services, technology upgrades, or compliance solutions that can support growth.

Marquette Asset Management Tech Stack

Marquette Asset Management uses 8 technology products and services including Skai, Amazon Web Services, Cloudflare CDN, and more. Explore Marquette Asset Management's tech stack below.

  • Skai
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • MySQL
    Database
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Google Tag Manager
    Tag Management

Media & News

Marquette Asset Management's Email Address Formats

Marquette Asset Management uses at least 1 format(s):
Marquette Asset Management Email FormatsExamplePercentage
First.Last@marquettewm.comJohn.Doe@marquettewm.com
50%
First.Last@marquettewm.comJohn.Doe@marquettewm.com
50%

Frequently Asked Questions

Where is Marquette Asset Management's headquarters located?

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Marquette Asset Management's main headquarters is located at 150 South 5th Street Minneapolis, Minnesota United States. The company has employees across 1 continents, including North America.

What is Marquette Asset Management's phone number?

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You can contact Marquette Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Marquette Asset Management's official website and social media links?

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Marquette Asset Management's official website is marquettewm.com and has social profiles on LinkedIn.

What is Marquette Asset Management's SIC code NAICS code?

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Marquette Asset Management's SIC code is 6722 - Management Investment Offices, Open-End NAICS code is 52 - Finance and Insurance.

How many employees does Marquette Asset Management have currently?

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As of February 2026, Marquette Asset Management has approximately 15 employees across 1 continents, including North America. Key team members include Chief Investment Officer: A. S.Chief Investment Officer: J. B.President: C. V.. Explore Marquette Asset Management's employee directory with LeadIQ.

What industry does Marquette Asset Management belong to?

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Marquette Asset Management operates in the Financial Services industry.

What technology does Marquette Asset Management use?

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Marquette Asset Management's tech stack includes SkaiAmazon Web ServicesCloudflare CDNOpen GraphMySQLjQueryGoogle MapsGoogle Tag Manager.

What is Marquette Asset Management's email format?

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Marquette Asset Management's email format typically follows the pattern of First.Last@marquettewm.com. Find more Marquette Asset Management email formats with LeadIQ.

When was Marquette Asset Management founded?

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Marquette Asset Management was founded in 2005.

Marquette Asset Management

Financial ServicesMinnesota, United States11-50 Employees

Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk.  Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward.  

Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.

Section iconCompany Overview

Headquarters
150 South 5th Street Minneapolis, Minnesota United States
Phone number
SIC Code
6722 - Management Investment Offices, Open-End
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Marquette Asset Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Marquette Asset Management's revenue is estimated to be in the range of $25M$50M

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