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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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