other names
  • MARK VOGEL WEALTH MANAGEMENT, LLC
  • MARK VOGEL ASSET MANAGEMENT

Adviser Profile

As of Date 03/17/2026
Adviser Type
Number of Employees 2
of those in investment advisory functions 1
Registration New Jersey, Approved, 10/29/2003
AUM* 68,480,230 1%
of that, discretionary 68,480,230 1%
Private Fund GAV* 0
Avg Account Size 6,848,023 11%
% High Net Worth 50.00% 50%
SMA’s No
Private Funds 0
Contact Info 973 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees