Dakota
Dakota
Book a Demo
Talk to an Expert

Marksman Wealth Management, LLC

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area San Antonio
CRD Number
Website marksmanwealthmanagement.com
Client types

Overview

Marksman Wealth Management is an independent fiduciary wealth advisory practice focused on delivering precise financial planning and a personalized client experience. The firm emphasizes clarity, intentional investing, and values-based planning to help clients navigate complex decisions with straightforward guidance. It differentiates itself through thoughtful, client-centered service—having declined private equity acquisition offers to preserve independence and prioritize long-term relationships over rapid growth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy