Valerie Thomas Ruth
Marquette Wealth Management · Minnetonka, Minnesota
Valerie Thomas Ruth is a fee-only financial advisor at Marquette Wealth Management in Minnetonka, Minnesota. Marquette Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Marquette Wealth Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.07B across 642 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, FL, MN, NH, SD, TX, WI · CRD 5500991 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.marquettewm.com |
How Valerie's firm compares
- Marquette Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 642 accounts).
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Questions about Valerie
Is Valerie Thomas Ruth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and Marquette Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valerie charge for financial advice?
Valerie's firm, Marquette Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Valerie Thomas Ruth based?
Valerie Thomas Ruth is based in Minnetonka, Minnesota.
Is Valerie Thomas Ruth registered with the SEC?
Yes. Valerie Thomas Ruth is registered as an investment adviser representative in AZ, CA, CO, FL, MN, NH, SD, TX and WI (CRD 5500991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marquette Wealth Management manage?
Marquette Wealth Management reports $1.07B across 642 accounts in assets under management.
How do I contact Valerie Thomas Ruth?
Through Valerie's website, www.marquettewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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