Marquette Wealth Management Employee Directory

Q: What is Marquette Wealth Management known for?

Marquette Wealth Management was founded in 2005. Marquette Wealth Management operates in the Financial Services industry.

Q: How many employees does Marquette Wealth Management have currently?

Marquette Wealth Management has approximately 15 employees.

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.

Find Marquette Wealth Management employees' phone numbers or email addresses

Marquette Wealth Management Global Highlights

North America
18

United States Of America
18

Marquette Wealth Management's Leadership

A. S.
Chief Investment Officer
Mobile Phone
Email
J. B.
Chief Investment Officer
Mobile Phone
Email
C. V.
President
Mobile Phone
Email
C. V.
President
Mobile Phone
Email
L. W.
President
Mobile Phone
Email
V. T.
Managing Director And Chief Client Experience Officer
Mobile Phone
Email
M. O.
Vice President
Mobile Phone
Email
M. O.
Vice President
Mobile Phone
Email

Contact profiles from Marquette Wealth Management

Name

Title

Contact Info

Location

Last Update

C. V.
President
Mobile Phone
Email
United StatesMinnesota
Dec 12, 2025
V. T.
Managing Director And Chief Client Experience Officer
Mobile Phone
Email
United StatesMinnesota
Oct 25, 2025
A. S.
Chief Investment Officer
Mobile Phone
Email
Aug 13, 2025
C. V.
President
Mobile Phone
Email
May 16, 2023
L. W.
President
Mobile Phone
Email
Oct 16, 2024
J. B.
Chief Investment Officer
Mobile Phone
Email
United StatesMinnesota
Nov 29, 2025
M. O.
Vice President
Mobile Phone
Email
United StatesMinnesota
Oct 22, 2024
M. O.
Vice President
Mobile Phone
Email
United StatesMinnesota
Feb 11, 2025
J. E.
Wealth Advisor
Mobile Phone
Email
United StatesColorado
Nov 11, 2025
L. D.
Client Service Associate
Mobile Phone
Email
United StatesMinnesota
Sep 08, 2025

Frequently Asked Questions

What is Marquette Wealth Management known for?

Marquette Wealth Management was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-612-661-****

. Explore Marquette Wealth Management's company overview page for more information.

What is Marquette Wealth Management's most common email format?

Marquette Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marquette Wealth Management email formats with LeadIQ.

How many employees does Marquette Wealth Management have currently?

Marquette Wealth Management has approximately 15 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Marquette Wealth Management's key employees and leadership?

As of December 2025, Marquette Wealth Management's key employees include:

Chief Investment Officer: A. S.
Chief Investment Officer: J. B.
President: C. V.
President: C. V.
President: L. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking