PPrivate Fund Data Log in Join · $37/mo

Leeann Lynn Schultz

Chief Compliance OfficerMarcum Wealth, LLCCRD 7290480

About Leeann Lynn Schultz

Leeann Lynn Schultz is listed as Chief Compliance Officer at Marcum Wealth, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Marcum Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Leeann Lynn Schultz work?

Leeann Lynn Schultz is listed as Chief Compliance Officer at Marcum Wealth, LLC on SEC Form ADV.

How much of Marcum Wealth, LLC does Leeann Lynn Schultz own?

Form ADV reports a beneficial ownership band of Under 5%.

Marcum Wealth, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2020