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MARCUM WEALTH, LLC

Tel: 440-459-5900
6685 Beta Drive
Cleveland, Ohio  44143

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MARCUM WEALTH, LLC

MARCUM WEALTH, LLC is a Cleveland, Ohio based financial advisory firm with nearly $2,576,383,375 in assets under management and provides investment advisory services for 6904 clients. There are currently 40 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

134628

SEC#:

801-67563

No. of Clients:

6904

Assets under Management

$2,576,383,375

No. of Advisors:

40

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