MARCUM WEALTH, LLC

MARCUM WEALTH, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 134628). Regulatory assets under management: $3.0B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (37)

Showing 25 of 37 people.

NameRoleLocation
Brett J DavidPARTNERCHICAGO, IL
Chris Donald BartMANAGING DIRECTOR, PARTNER—
Eric Norman WulffMANAGING DIRECTOR, PARTNER—
Perry Dennis ReghettiMANAGING DIRECTOR, PARTNER—
Charles Donald MooreMANAGING DIRECTOR, PARTNER—
Robert Ernest CoodePARTNER—
Robert Duncan CoodePARTNER—
Jeffrey Marc WeinerMEMBER; PARTNER—
Leeann Lynn SchultzCHIEF COMPLIANCE OFFICER—
Steven David BrettPARTNER—
Charles Philip HoffmannPARTNER—
Peter Edward HoffmannPARTNER—
James Clarence ButlerPARTNER—
Michael Thomas MckeownCHIEF INVESTMENT OFFICER—
David Craig BukzinMEMBER—
HOFFMANN JAMES PHILIPPARTNER—
SKODA GREGORY NMNEXECUTIVE DIRECTOR—
FARRO CHARLES JOSEPHEXECUTIVE DIRECTOR—
CREA JOSEPH ROSSEXECUTIVE DIRECTOR—
MINOTTI MICHAEL LOUISEXECUTIVE DIRECTOR—
BART CHRIS DONALDMANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, PARTNER (+1 more)—
WULFF ERIC NORMANMANAGING DIRECTOR; MANAGING DIRECTOR, PARTNER—
MCKEOWN MICHAEL THOMASCHIEF COMPLIANCE OFFICER / ASSOCIATE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER / DIRECTOR OF RESEARCH; CHIEF INVESTMENT OFFICER—
WEINER JEFFREY MARCMEMBER; PARTNER—
BUKZIN DAVID CRAIGMEMBER—

Branch offices (22)

Showing 15 of 22 offices.

CityStateEmployeesPhone
HARTFORDCT3860-760-0665
AKRONOH3330-563-4265
HARTFORDCT3860-760-0665
AKRONOH3330-563-4265
AKRONOH2330-668-1100
MELVILLENY2631-414-4000
BLUE BELLPA2610.943.4400
PHILADELPHIAPA2215-297-2100
CHESTERFIELDMO2314-626-7544
AKRONOH2330-668-1100
MELVILLENY2631-414-4000
BLUE BELLPA2610.943.4400
PHILADELPHIAPA2215-297-2100
CHESTERFIELDMO2314-626-7544
TAMPAFL1440-459-5900

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