Updated:
Marcum Wealth
Marcum Wealth was founded in 2006. The firm advises multigenerational families, entrepreneurs, and retirement plan sponsors. The firm focuses on investment...
Marcum Wealth
Marcum Wealth was founded in 2006. The firm advises multigenerational families, entrepreneurs, and retirement plan sponsors. The firm focuses on investment management and real estate. It uses its RIA platform for planning and direct portfolio construction. Activity centers on North America. The firm maintains 2,973 million USD under management. No additional offices or team size figures appear in available records. No operational events from the last 24 months are recorded. Governance ties to the founding accounting partnership shape mandate and client access.
General information
Firm type
Multi Family Office
Year founded
2006
Location
Region
North America
Country
United States
City
Cleveland
Corporate office
Cleveland, OH, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Marcum Wealth?
No named principals or CIO appear in public records.
Does Marcum Wealth participate in fund commitments or only direct deals?
The firm integrates planning and direct portfolio construction across public and private markets.
Which sectors does Marcum Wealth focus on?
Confirmed investment types center on real estate.
What is Marcum Wealth's geographic footprint?
Activity is limited to North America.
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