Overview
Assets Under Management: $141 million
Headquarters: LARAMIE, WY
High-Net-Worth Clients: 47
Average Client Assets: $1.7 million
Frequently Asked Questions
MARKLE FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #302088), MARKLE FINANCIAL LLC is subject to fiduciary duty under federal law.
MARKLE FINANCIAL LLC is headquartered in LARAMIE, WY.
MARKLE FINANCIAL LLC serves 47 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MARKLE FINANCIAL LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MARKLE FINANCIAL LLC manages $141 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MARKLE FINANCIAL LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.12%
Average Client Assets: $1.7 million
Total Client Accounts: 616
Discretionary Accounts: 609
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 302088
Filing ID: 2074456
Last Filing Date: 2026-03-30 08:16:44