Overview
Assets Under Management: $3.0 billion
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 730
Average Client Assets: $3 million
Frequently Asked Questions
MARCUM WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134628), MARCUM WEALTH, LLC is subject to fiduciary duty under federal law.
MARCUM WEALTH, LLC is headquartered in CLEVELAND, OH.
MARCUM WEALTH, LLC serves 730 high-net-worth clients according to their SEC filing dated May 19, 2025. View client details ↓
According to their SEC Form ADV, MARCUM WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MARCUM WEALTH, LLC manages $3.0 billion in client assets according to their SEC filing dated May 19, 2025.
According to their SEC Form ADV, MARCUM WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 730
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 7,238
Discretionary Accounts: 7,209
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 134628
Filing ID: 1990455
Last Filing Date: 2025-05-19 10:19:00
Website: https://marcumwealth.com