Marcum Wealth, LLC
Marcum Wealth, LLC is a multi-family office headquartered in Mayfield Village. Founded in 2006 with wealth originating from the partners of accounting and advisory firm Marcum LLP, the firm advises multigenerational families, entrepreneurs, and retirement...
Marcum Wealth, LLC
Marcum Wealth, LLC is a multi-family office headquartered in Mayfield Village. Founded in 2006 with wealth originating from the partners of accounting and advisory firm Marcum LLP, the firm advises multigenerational families, entrepreneurs, and retirement plan sponsors on investment management, tax-aware planning, and business succession. It leverages its registered investment advisor platform to integrate planning and direct portfolio construction—delivers fiduciary guidance across public and private markets.
General information
Firm type
Multi Family Office
Year founded
2006
AUM
—
Location
Region
North America
Country
—
City
Cleveland
Corporate office
6685 Beta Drive, Cleveland, OH 44143, United States
Frequently asked questions
What is Marcum Wealth, LLC?
Marcum Wealth, LLC is a multi family office headquartered in Cleveland.
When was Marcum Wealth, LLC founded?
Marcum Wealth, LLC was founded in 2006.
Where is Marcum Wealth, LLC headquartered?
Marcum Wealth, LLC is headquartered in Cleveland, in the North America region.
What does Altss track for Marcum Wealth, LLC?
Altss maintains an OSINT-verified profile of Marcum Wealth, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Marcum Wealth, LLC's website?
Marcum Wealth, LLC's public website is www.marcumwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Marcum Wealth, LLC?
Marcum Wealth, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Marcum Wealth, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Marcum Wealth, LLC?
Marcum Wealth, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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