Marquette Associates, Inc.
- Regulatory AUM
- $47.1B
- Discretionary
- $29.5B
- Clients
- 348
- Avg AUM / client
- $135M
- Accounts
- 348
- Employees
- 147
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Asset allocation (SMA assets by investment type)
as of May 15, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 103 | $4.9B | 10.5% |
| Pension and profit sharing plans | 29 | $17.2B | 36.6% |
| Charitable organizations | 143 | $17.2B | 36.5% |
| State or municipal government entities | 52 | $5.3B | 11.4% |
| Corporations and other businesses | 2 | $48.2M | 0.1% |
| Other | 19 | $2.3B | 4.96% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bricklayers Local No. 8 And Employers Pension Plan Board Of Trustees Of Bricklayers Local No. 8 And Employers Pension Pla | 2024 | |
| Pension Fund United Scenic Artists Local 829 Board Of Trustees Of Pension Fund | 2024 | |
| Sheet Metal Workers Local 218 (C) Pension Plan Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan | 2024 | |
| Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees Twin Disc, Incorporated | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wrubel, Brian, Mitchell | Chief Executive Officer | Jul 1997 (29y) | 10% – 25% | |
| Christenson, Brett, Allen | Managing Director | Jan 2005 (22y) | 5% – 10% | |
| Timothy Thomas Burdick | Managing Director | CFA | Jan 2006 (21y) | 5% – 10% |
| Smith, David, Harrison | Managing Director | Jan 2014 (13y) | 5% – 10% | |
| Wesner, James, R | Managing Director | Jan 2014 (13y) | 5% – 10% | |
| Salemy, Thomas, A | Managing Director | Jan 2019 (8y) | 5% – 10% | |
| Zarate, Miguel, Angel | Managing Director / Chief Operating Officer | Jan 2019 (8y) | 5% – 10% | |
| Kellogg, Nathaniel | President | Jan 2021 (6y) | Less than 5% | |
| Payne, Linsey, Schoemehl | Chief Compliance Officer / Managing Partner | Aug 2021 (5y) | Less than 5% | |
| Aimee Rose O'connor | Registered representative | CFP | Jun 2020 (6y) | |
| Lauren Christine Cellucci | Registered representative | Feb 2024 (2y) | ||
| Ryan Patrick Tracy | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 5% – 60% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bricklayers Local No. 8 And Employers Pension Plan | Board Of Trustees Of Bricklayers Local No. 8 And Employers Pension Pla | 512 | $104M | 07/01/2024 |
| Pension Fund United Scenic Artists Local 829 | Board Of Trustees Of Pension Fund | 2,834 | $534M | 01/01/2024 |
| Sheet Metal Workers Local 218 (C) Pension Plan | Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan | 125 | $67.5M | 01/01/2024 |
| Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees | Twin Disc, Incorporated | 37 | $51.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETAINER BASED FEE
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Principal Global Investors $9.9B (21% of AUM) May 2026
- Midwest Institutional Trust Company $6.4B (14% of AUM) May 2026
- U.S. Bancorp Asset Management $4.6B (10% of AUM) May 2026
- BNY Mellon $3.7B (10% of AUM) Mar 2025
- Northern Trust $2.8B (12% of AUM) Aug 2024
- U.S. Bank $745M (10% of AUM) Nov 2020
- Bank Of Montreal $429M (10% of AUM) Oct 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗