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Director of Operations/chief Compliance Officer · Marks Group Wealth Management, Inc.

Erica S. Lewerenz

CRD 6731812 · Named on Form ADV at one SEC-registered adviser

At a glance

Marks Group Wealth Management, Inc., an SEC-registered wealth manager based in Minnetonka, MN with $2.0 billion in regulatory assets, lists Erica S. Lewerenz on its Form ADV as Director of Operations/chief Compliance Officer.

Firms and roles

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Erica’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew J. ArnoldManaging Director/senior Wealth Advisor, Marks Group Wealth Management, Inc.
  • Bennett E. MarksChief Investment Officer/chief Executive Officer/founder, Marks Group Wealth Management, Inc.
  • John C. FestePresident, Marks Group Wealth Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.