Updated September 07, 2023
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Marcum Wealth

Investment Advisor Firm
Total assets under management$2.3B
Years in business18+

About Marcum Wealth

Marcum Wealth is a well-established financial advisory firm with a mission to empower individuals as the CEOs of their finances. Founded in 2006 and headquartered in Cleveland, Ohio, they offer a comprehensive suite of financial services and solutions.

With over two decades of experience, Marcum Wealth manages a substantial portfolio of assets on both discretionary and non-discretionary bases, showcasing their expertise in investment management and financial planning. They also provide consulting services for company-sponsored employee retirement plans, demonstrating a commitment to both individual and corporate clients.

What sets Marcum Wealth apart is their holistic approach, collaborating with experts from various disciplines across the Marcum affiliates to tailor solutions to clients' unique needs. They emphasize a client-centric approach, prioritizing client goals, reliability, and accessibility.

Marcum Wealth's dedication to building trust and transparency is evident in their client service standards. They strive to offer personalized experiences, ensuring clients receive information in the format and manner they prefer. Their focus on education and communication helps clients navigate the complexities of the financial landscape with confidence.

In summary, Marcum Wealth is a reputable financial advisory firm known for its commitment to client-centric service, financial expertise, and collaborative approach, making it a trusted partner for individuals and businesses seeking to achieve their financial goals.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Family Wealth Management
  2. Plan Sponsor
  3. Business Owner
  4. 401(k) plans Personal
  5. Wealth Management
  6. Asset Allocation

More about Marcum Wealth

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
13462834

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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