Wealth Manager
    SEC Registered
    Manages Private Funds

    Markle Financial LLC

    Registered investment advisor · Laramie, Wyoming · CRD #302088

    Assets Under Management
    $141M
    Client Accounts
    616
    Employees
    7
    CRD Number
    302088
    Registration
    SEC Registered
    Custodian
    Sei Investments Distribution Co.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Markle Financial LLC

    Markle Financial LLC is a SEC-registered investment advisory firm headquartered in Laramie, Wyoming, managing approximately $141M in regulatory assets across 616 client accounts. The firm's full regulatory record is filed with the SEC under CRD #302088.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Markle Financial LLC

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    Frequently Asked Questions

    What is Markle Financial LLC's AUM?

    Markle Financial LLC reports approximately $141M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Markle Financial LLC headquartered?

    Markle Financial LLC is headquartered in Laramie, Wyoming.

    What is Markle Financial LLC's CRD number?

    Markle Financial LLC's CRD number is 302088. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Markle Financial LLC manage?

    Markle Financial LLC manages approximately 616 client accounts according to its latest SEC filing.

    Is Markle Financial LLC SEC registered?

    Yes, Markle Financial LLC is registered with the SEC as an investment adviser with an approved registration status.

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