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MARCUM WEALTH, LLC
MARCUM WEALTH, LLC
CLEVELAND, Ohio
·
19 registered advisors
·
CRD# 134628
SEC# 801-67563
12
440-459-5900
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
19
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 Planning
Investment Management
Wealth Management
04
Advisors at MARCUM WEALTH, LLC
19 registered advisors
Charles Donald Moore
CLEVELAND, Ohio
CRD# 4399837
Charles Philip Hoffmann
CLEVELAND, Ohio
CRD# 2481144
Chris Donald Bart
CLEVELAND, Ohio
CRD# 2581031
David Craig Bukzin
CLEVELAND, Ohio
CRD# 1472754
Eric Norman Wulff
CLEVELAND, Ohio
CRD# 2509562
Gregory (nmn) Skoda
MAYFIELD VILLAGE, Ohio
CRD# 4928242
James Clarence Butler
CLEVELAND, Ohio
CRD# 7432066
James Clarence Butler
CLEVELAND, Ohio
CRD# 1249523
Jeffrey Marc Weiner
CLEVELAND, Ohio
CRD# 4224966
Leeann Lynn Schultz
CLEVELAND, Ohio
CRD# 7290480
Matthew James Reghetti
MAYFIELD VILLAGE, Ohio
CRD# 5802305
Michael Thomas Mckeown
CLEVELAND, Ohio
CRD# 4807983
Patrick Thomas Carney
CLEVELAND, Ohio
CRD# 6185116
Perry Dennis Reghetti
CLEVELAND, Ohio
CRD# 3198735
Peter Edward Hoffmann
CLEVELAND, Ohio
CRD# 2388990
Robert Duncan Coode
CLEVELAND, Ohio
CRD# 2651720
Robert Ernest Coode
CLEVELAND, Ohio
CRD# 1013467
Steven David Brett
CLEVELAND, Ohio
CRD# 4142664
Wendy Lynn Eldridge
MAYFIELD VILLAGE, Ohio
CRD# 4586114
05
Office Locations
CLEVELAND, Ohio
16 advisors
MAYFIELD VILLAGE, Ohio
3 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
.