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).

Current Firm Details
6685 Beta Drive, Cleveland, OH 44143
https://twitter.com/marcumwealth
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 31 - 32 of 32 top financial advisors.
31
Garrett Sorensen, financial advisor Cleveland OH
Garrett N. Sorensen
CRD#: 7529724
6685 Beta Drive, Cleveland, OH 44143

Garrett Sorensen (CRD# 7529724) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has 1 year of experience in the finance industry.

32
Alexander Sterba, financial advisor Fairlawn OH
Alexander D. Sterba
CRD#: 7117124
3320 W. Market Street, #300, Fairlawn, OH 44333

Alexander Sterba (CRD# 7117124) is an Investment Advisor Representative working at Marcum Wealth, LLC in Fairlawn, OH and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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