Marcum Wealth, LLC
Marcum Wealth, LLC (CRD# 134628) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,576,383,375 in 6,904 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management2,576MILLION
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Total Number of Accounts6,904ACCOUNTS
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Average Account Value$373,173
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA
Louis Trivisonno (CRD# 4651948) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 19 years of experience in the finance industry.
Michael Vanhimbergen (CRD# 4609774) is an Investment Advisor Representative working at Marcum Wealth, LLC in Mayfield Village, OH and has over 18 years of experience in the finance industry.
Zachary Williams (CRD# 5769904) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 11 years of experience in the finance industry.
Eric Wulff (CRD# 2509562) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
Alynne Zielinski (CRD# 5819488) is an Investment Advisor Representative working at Marcum Wealth, LLC in Mayfield Village, OH and has over 13 years of experience in the finance industry.
Benjamin Hoffmann (CRD# 6202125) is an Investment Advisor Representative working at Marcum Wealth, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
Marquis Lewis (CRD# 7732952) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Kevin Pietrzyk (CRD# 5228121) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
Andrew Reinhardt (CRD# 7208501) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
Tyler Smith (CRD# 7476789) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has 1 year of experience in the finance industry.