Marcum Wealth, LLC
CRD 134628SEC# 801-67563Cleveland, OH
No longer SEC-registered. Marcum Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.97B
Employees
38
Accounts
7,238
Location
Cleveland, OH
Marcum Wealth, LLC assets under management
Marcum Wealth, LLC is an SEC-registered investment adviser based in Cleveland, OH. It reports $3 billion in regulatory assets under management and employs 38 people.
Marcum Wealth, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aurum Holdings, LLC | Member | 10-25% | 2005 |
| Charles Donald Moore Control | Managing Director, Partner | 5-10% | 2017 |
| Charles Philip Hoffmann | Partner | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Marcum Wealth, LLC manage?
Marcum Wealth, LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Marcum Wealth, LLC have?
Marcum Wealth, LLC reports 38 employees.
Where is Marcum Wealth, LLC located?
Marcum Wealth, LLC is based in Cleveland, OH.
Does Marcum Wealth, LLC disclose fund performance?
Marcum Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6685 Beta Drive, Cleveland, OH 44143 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.97B▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$2.97Bregulatory AUM
Discretionary $2.92BNon-discretionary $55.4M