AssetMark, a leader in wealth management solutions, is poised to expand into private markets, with new offerings slated to launch in Q4 2025. This initiative aims to integrate private assets into AssetMark’s managed solutions, enabling advisors to create more resilient and personalized portfolios.
The firm emphasizes due diligence, asset allocation, and a digital experience for advisors. It is currently exploring private credit, private real estate, and private equity funds to enhance client returns and long-term outcomes.
Advisors will access professionally managed, diversified portfolios that rebalance across public and private markets, supported by AssetMark’s technology platform and educational resources. This expansion is designed to help advisors meet the evolving expectations of younger clients seeking personalized, holistic planning.
More details on the private markets program will be available soon.
KEY QUOTES:
“Private markets are no longer optional – they’re essential to building modern, diversified portfolios. We’re committed to helping advisors access these opportunities in a way that’s intuitive, scalable, and aligned with how they serve clients today.”
“This is about more than access – it’s about outcomes. We’re building a platform that helps advisors lead with confidence, no matter how the market or client base evolves.”
Lou Maiuri, Group CEO and Chairman of AssetMark
“We believe private markets can serve as a strategic core allocation that offers diversification from public markets while enhancing investor long-term goals. Advisors are looking for opportunities to expand beyond traditional asset classes but want to minimize complexity, along with access to liquidity. Our goal is to make it easy, accessible and actionable – through integrated managed models, rebalancing tools, and digital client-ready communications.”
David McNatt, Executive Vice President and Chief Wealth Solutions and Strategy Officer at AssetMark
