Profile Preview — Altss
Marcum Wealth, LLC Overview
Type
Family Office - Multi
Year Founded
2006
General Information
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.
Contact Information
Website:
Website:
https://www.marcumwealth.com/
Year Founded:
2006
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters