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Wendy Lynn Eldridge

AURUM WEALTH MANAGEMENT GROUP LLC·MAYFIELD VILLAGE, Ohio
Series 6, Series 63, Series 65Clean record13 years registeredAURUM WEALTH MANAGEMENT GROUP LLC
6685 BETA DRIVE, MAYFIELD VILLAGE, OH 44143CRD# 4586114Firm CRD# 134628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Lynn Eldridge · MAYFIELD VILLAGE, OH
Registration
CRD #4586114 · AURUM WEALTH MANAGEMENT GROUP LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

CARNEGIE INVESTMENT COUNSEL
Jul 2024 – present
MARCUM WEALTH, LLC
Mar 2014 – Aug 2023
CLEVELAND, OH
PARK AVENUE SECURITIES LLC
Aug 2012 – Mar 2014
BEACHWOOD, OH
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · August 30, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARCUM WEALTH, LLC
CRD 134628 · SEC 801-67563
AUM
$2.6B
Regulatory assets under management
Employees
40
6,904 client accounts
Services offered by MARCUM WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARCUM WEALTH, LLC →
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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 at AURUM WEALTH MANAGEMENT GROUP LLC

Robert Ernest Coode
CLEVELAND, OH
Steven David Brett
CLEVELAND, OH
Perry Dennis Reghetti
CLEVELAND, OH
Peter Edward Hoffmann
CLEVELAND, OH
Chris Donald Bart
CLEVELAND, OH
Eric Norman Wulff
CLEVELAND, OH

More Advisors in MAYFIELD VILLAGE, Ohio

Matthew James Reghetti
AURUM WEALTH MANAGEMENT GROUP LLC·MAYFIELD VILLAGE, OH

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