MARCUM WEALTH, LLC

6685 Beta Drive
Cleveland, Ohio 44143
Tel: 440-459-5900

About MARCUM WEALTH, LLC

MARCUM WEALTH, LLC, formally registered with the SEC as MARCUM WEALTH, LLC. The firm was established in 03/02/2007. They have over 13 offices throughout the country.

MARCUM WEALTH, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $2,576,383,375 assets under management, offering retirement planning & investment advisory services to 6904 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134628
SEC#	801-67563
Assets Managed by Firm	$2,576,383,375
No. of Clients	6904
No. of Advisors	40

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	6904	$2,576,383,375
Individuals (other than high net worth individuals)	2140	$571,486,140
High net worth individuals	621	$1,932,287,532
Pension and profit sharing plans	13	$20,611,067
Charitable organizations	1	$470,969
Corporations or other businesses	23	$51,527,667

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