DBA: MARKIZ WEALTH MANAGEMENT
| Total AUM | $105.8M |
| Discretionary | $105.8M100% of AUM |
| Client Accounts | 169 |
| Avg Account Size | $626K |
| Employees | 2 |
| Peak AUM | $105.8MMar 2026 |
| AUM CAGR | +9.0% /yrover 7 yrs · 15 filings |
Total AUM
$106M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $106M | +0.2% | +8.7% | +6.9% | |
| Discretionary AUM | |||||
| Total AUM | $105.8M |
| Discretionary | $105.8M |
| Employees | 2 |
| Client Accounts | 169 |
| Client Range | 11-25 |
Phone
503-805-3485
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$106M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 10.7pp vs 1 year ago
| $106M |
| +12.2% |
| +12.2% |
| +9.2% |
| Total Accounts | 169 | 8.2% | 4.7% | 2.3% |
| Avg Account Size | $626,312.698 | +9.1% | +14.1% | +9.4% |
| Employees | 2 | +100.0% | +25.2% | +14.6% |
| AUM / Employee | $53M | 49.9% | 13.1% | 6.7% |
Client AUM Segments | |||||
| Wealth AUM | $105M | 0.1% | +8.6% | +6.9% | |
| Institutional AUM | $1M | +24.7% | +23.4% | +15.0% | |
Client Count Segments | |||||
| HNW Clients | 12 | +9.1% | 7.0% | 7.7% | |
| Individuals | 33 | 0.0% | +1.0% | +4.0% | |