RIA Intel›Advisers›Ohio›MARCUM WEALTH, LLC

MARCUM WEALTH, LLC

Advisory

N·CLEVELAND, OH

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

+15.4%

3-Year CAGR

+13.4%

Employees

38

Assets Under Management

Total AUM$3.0B

Discretionary AUM$2.9B

Non-Discretionary AUM$55M

Discretionary %98.1%

Total Clients3,000

Team

Total Employees38

Investment Advisers38

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record85

First FilingFeb 1, 2007

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 85 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MARCUM WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.