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).
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Total Assets Under Management2,576MILLION
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Total Number of Accounts6,904ACCOUNTS
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Average Account Value$373,173
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Chris Bart (CRD# 2581031) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
Steven Brett (CRD# 4142664) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.
James Butler (CRD# 1249523) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 39 years of experience in the finance industry.
Robert Coode (CRD# 2651720) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.
Robert Coode (CRD# 1013467) is an Investment Advisor Representative working at Marcum Wealth, LLC in Mayfield Village, OH and has over 31 years of experience in the finance industry.
Brandon Dunn (CRD# 4209580) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.
Thomas Filomeno (CRD# 4331342) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 22 years of experience in the finance industry.
Michael Granito (CRD# 6871657) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.
Charles Hoffmann (CRD# 2481144) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
Peter Hoffmann (CRD# 2388990) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 30 years of experience in the finance industry.