Marcum Wealth, LLC

Marcum Wealth, LLC (CRD# 134628) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,576,383,375 in 6,904 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,576
    MILLION
  • Total Number of Accounts
    6,904
    ACCOUNTS
  • Average Account Value
    $373,173
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA

Financial Advisors at Marcum Wealth, LLC
Showing 21 - 30 of 32 top financial advisors.
21
Louis A. Trivisonno
CRD#: 4651948
6685 Beta Drive, Cleveland, OH 44143

Louis Trivisonno (CRD# 4651948) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 18 years of experience in the finance industry.

22
Michael J. Vanhimbergen
CRD#: 4609774
6685 Beta Dr, Mayfield Village, OH 44143

Michael Vanhimbergen (CRD# 4609774) is an Investment Advisor Representative working at Marcum Wealth, LLC in Mayfield Village, OH and has over 18 years of experience in the finance industry.

23
Zachary G. Williams
CRD#: 5769904
6685 Beta Drive, Cleveland, OH 44143

Zachary Williams (CRD# 5769904) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 10 years of experience in the finance industry.

24
Eric N. Wulff
CRD#: 2509562
6685 Beta Drive, Cleveland, OH 44143

Eric Wulff (CRD# 2509562) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.

25
Alynne D. Zielinski
CRD#: 5819488
6685 Beta Drive, Mayfield Village, OH 44143

Alynne Zielinski (CRD# 5819488) is an Investment Advisor Representative working at Marcum Wealth, LLC in Mayfield Village, OH and has over 13 years of experience in the finance industry.

26
Benjamin E. Hoffmann
CRD#: 6202125
1601 Market Street, 4th Floor, Philadelphia, PA 19103

Benjamin Hoffmann (CRD# 6202125) is an Investment Advisor Representative working at Marcum Wealth, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.

27
Marquis L. Lewis
CRD#: 7732952
6685 Beta Drive, Cleveland, OH 44143

Marquis Lewis (CRD# 7732952) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

28
Kevin C. Pietrzyk
CRD#: 5228121
600 Superior Ave, Suite 800, Cleveland, OH 44114

Kevin Pietrzyk (CRD# 5228121) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.

29
Andrew J. Reinhardt
CRD#: 7208501
Chattanooga, TN

Andrew Reinhardt (CRD# 7208501) is an Investment Advisor Representative working at Marcum Wealth, LLC in Chattanooga, TN and has over 4 years of experience in the finance industry.

30
Tyler J. Smith
CRD#: 7476789
6685 Beta Drive, Cleveland, OH 44143

Tyler Smith (CRD# 7476789) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

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