Marcum Wealth is a wealth manager based in Cleveland, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
As your one-stop team of advisors for your financial answers, we provide the multi-disciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals, including your tax and estate planning situation relative to your overall wealth. As of January 26, 2021, Marcum Wealth manages approximately $1,285,111,195 in assets on a discretionary basis and $7,341,024 on a non-discretionary basis on behalf of approximately 1,629 clients. In addition, as of December 31, 2020, Marcum Wealth provides ongoing consulting to company- sponsored employee retirement plans in excess of $398 million.
Investment types: Joint Venture/Partner
Sectors & themes: Legal & Tax Services, Retirement Planning, Investment Management, Wealth & Estate Planning, Debt Management Finance, Financial Services
Preferred geographies: United States
Location: 6685 Beta Drive\nCleveland\nOhio\n44143\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.