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Wendy Lynn Eldridge

AURUM WEALTH MANAGEMENT GROUP LLC·MAYFIELD VILLAGE, Ohio
Unclaimed Profile
6685 BETA DRIVE, MAYFIELD VILLAGE, OH 44143CRD# 4586114Firm CRD# 134628
01

About

Wendy Lynn Eldridge is a registered financial advisor based in MAYFIELD VILLAGE, Ohio, affiliated with AURUM WEALTH MANAGEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARCUM WEALTH, LLC
MARCUM WEALTH, LLC
AUM
$2.6B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at MARCUM WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4586114
Firm CRD# 134628
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Lynn Eldridge offer?
Wendy Lynn Eldridge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAYFIELD VILLAGE, Ohio for a consultation.
What are Wendy Lynn Eldridge's credentials?
Wendy Lynn Eldridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Lynn Eldridge located?
Wendy Lynn Eldridge is based in MAYFIELD VILLAGE, Ohio, working with AURUM WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the MAYFIELD VILLAGE metropolitan area and surrounding communities.
How does Wendy Lynn Eldridge charge for services?
Wendy Lynn Eldridge's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AURUM WEALTH MANAGEMENT GROUP LLC?
AURUM WEALTH MANAGEMENT GROUP LLC has approximately 40 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MAYFIELD VILLAGE
Gregory (nmn) Skoda — AURUM WEALTH MANAGEMENT GROUP LLCMatthew James Reghetti — AURUM WEALTH MANAGEMENT GROUP LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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