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Building 2MARCUM WEALTH, LLC

Map pinCLEVELAND, OH
Phone440-459-5900
NotebookSEC #801-67563
Total AUM
$3B
Employees
38
Clients
3,000

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6685 BETA DRIVE
CLEVELAND
OH 44143
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
440-459-5900
Other Offices
11

ReceiptFinancials

Total AUM
$3B
Accounts
7,238
Discretionary
$2.9B
Accounts
7,209
Non-Discretionary
$55.4M
Accounts
29

ContactClients

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Individual Clients
2,233
AUM
$534.9M
HNW Individual Clients
730
AUM
$2.4B
Pension/Profit Sharing Plan Clients
13
AUM
$22.9M
Charitable Organization Clients
1
AUM
$507.3K
Corporation or Business Clients
23
AUM
$64M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAIAILINKSKYLAMAMDMIMOMTNCNHNJNVNYOHORPARISCTNTXVAVTWAWI

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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