| Name | Title | Ownership | Since |
|---|---|---|---|
| Aurum Holdings, LLC | Member | 10-25% | 2005 |
| Charles Donald Moore Control | Managing Director, Partner | 5-10% | 2017 |
| Charles Philip Hoffmann | Partner | Under 5% | 2021 |
Marcum Wealth, LLC reports $3 billion in regulatory assets under management on its Form ADV.
Marcum Wealth, LLC reports 38 employees.
Marcum Wealth, LLC is based in Cleveland, OH.
Marcum Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6685 Beta Drive, Cleveland, OH 44143 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $2.92B |
| Non-discretionary | $55.4M |
| Total (RAUM) | $2.97B |