MARCUM WEALTH, LLC

CLEVELAND, Ohio·13 registered advisors·CRD# 134628
SEC# 801-6756312440-459-5900
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MARCUM WEALTH, LLC

13 registered advisors
Charles Donald Moore
CLEVELAND, Ohio
Charles Philip Hoffmann
CLEVELAND, Ohio
Chris Donald Bart
CLEVELAND, Ohio
Eric Norman Wulff
CLEVELAND, Ohio
James Clarence Butler
CLEVELAND, Ohio
CFPChFC
Matthew James Reghetti
MAYFIELD VILLAGE, Ohio
Michael Thomas Mckeown
CLEVELAND, Ohio
Perry Dennis Reghetti
CLEVELAND, Ohio
Peter Edward Hoffmann
CLEVELAND, Ohio
Robert Duncan Coode
CLEVELAND, Ohio
Robert Ernest Coode
CLEVELAND, Ohio
Steven David Brett
CLEVELAND, Ohio
Wendy Lynn Eldridge
MAYFIELD VILLAGE, Ohio
05

Office Locations

CLEVELAND, Ohio
11 advisors
MAYFIELD VILLAGE, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. MARCUM WEALTH, LLC (CRD# 134628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.