# Marcum Wealth

Marcum Wealth is a Multi Family Office based in Cleveland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 2006
- **Assets under management:** $2.97B (Altss estimate)
- **Website:** marcumwealth.com
- **LinkedIn:** https://www.linkedin.com/company/marcum-wealth-llc/

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Real Estate

## 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.

## Related profiles

- [Alpha Cubed Investments](https://altss.com/profile/alpha-cubed-investments)
- [Cobblestone Capital Advisors](https://altss.com/profile/cobblestone-capital-advisors-llc)

---

Last updated: 2026-08-10T15:58:45.833Z

Canonical page: https://altss.com/profile/marcum-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology