As your one-stop team of advisors for your financial answers, we provide the multi-disciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals, including your tax and estate planning situation relative to your overall wealth. As of January 26, 2021, Marcum Wealth manages approximately $1,285,111,195 in assets on a discretionary basis and $7,341,024 on a non-discretionary basis on behalf of approximately 1,629 clients. In addition, as of December 31, 2020, Marcum Wealth provides ongoing consulting to company- sponsored employee retirement plans in excess of $398 million.
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Marcum Wealth is a wealth manager based in Cleveland, United States, managing approximately $1.3B in assets.
Marcum Wealth is headquartered in Cleveland, United States.
Marcum Wealth manages approximately $1.3B in assets under management.
Marcum Wealth focuses on Joint Venture/Partner, Legal & Tax Services, Retirement Planning, Investment Management, Wealth & Estate Planning, Debt Management Finance, Financial Services.
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