# MARCUM WEALTH, LLC

MARCUM WEALTH, LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 134628
- Type: SEC-registered investment adviser
- SEC file number: 801-67563
- Location: 6685 BETA DRIVE, CLEVELAND, OH, 44143
- Phone: 440-459-5900
- Latest filing: 2025-05-19
- Regulatory AUM: $3.0B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $55.4M
- Clients: 38
- Accounts: 7,238

## 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._

| Name | Role | Location |
| --- | --- | --- |
| Brett J David | PARTNER | CHICAGO, IL |
| Chris Donald Bart | MANAGING DIRECTOR, PARTNER | — |
| Eric Norman Wulff | MANAGING DIRECTOR, PARTNER | — |
| Perry Dennis Reghetti | MANAGING DIRECTOR, PARTNER | — |
| Charles Donald Moore | MANAGING DIRECTOR, PARTNER | — |
| Robert Ernest Coode | PARTNER | — |
| Robert Duncan Coode | PARTNER | — |
| Jeffrey Marc Weiner | MEMBER; PARTNER | — |
| Leeann Lynn Schultz | CHIEF COMPLIANCE OFFICER | — |
| Steven David Brett | PARTNER | — |
| Charles Philip Hoffmann | PARTNER | — |
| Peter Edward Hoffmann | PARTNER | — |
| James Clarence Butler | PARTNER | — |
| Michael Thomas Mckeown | CHIEF INVESTMENT OFFICER | — |
| David Craig Bukzin | MEMBER | — |
| HOFFMANN JAMES PHILIP | PARTNER | — |
| SKODA GREGORY NMN | EXECUTIVE DIRECTOR | — |
| FARRO CHARLES JOSEPH | EXECUTIVE DIRECTOR | — |
| CREA JOSEPH ROSS | EXECUTIVE DIRECTOR | — |
| MINOTTI MICHAEL LOUIS | EXECUTIVE DIRECTOR | — |
| BART CHRIS DONALD | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, PARTNER (+1 more) | — |
| WULFF ERIC NORMAN | MANAGING DIRECTOR; MANAGING DIRECTOR, PARTNER | — |
| MCKEOWN MICHAEL THOMAS | CHIEF COMPLIANCE OFFICER / ASSOCIATE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER / DIRECTOR OF RESEARCH; CHIEF INVESTMENT OFFICER | — |
| WEINER JEFFREY MARC | MEMBER; PARTNER | — |
| BUKZIN DAVID CRAIG | MEMBER | — |


## Branch offices (22)

_Showing 15 of 22 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HARTFORD | CT | 3 | 860-760-0665 |
| AKRON | OH | 3 | 330-563-4265 |
| HARTFORD | CT | 3 | 860-760-0665 |
| AKRON | OH | 3 | 330-563-4265 |
| AKRON | OH | 2 | 330-668-1100 |
| MELVILLE | NY | 2 | 631-414-4000 |
| BLUE BELL | PA | 2 | 610.943.4400 |
| PHILADELPHIA | PA | 2 | 215-297-2100 |
| CHESTERFIELD | MO | 2 | 314-626-7544 |
| AKRON | OH | 2 | 330-668-1100 |
| MELVILLE | NY | 2 | 631-414-4000 |
| BLUE BELL | PA | 2 | 610.943.4400 |
| PHILADELPHIA | PA | 2 | 215-297-2100 |
| CHESTERFIELD | MO | 2 | 314-626-7544 |
| TAMPA | FL | 1 | 440-459-5900 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134628/similar
- Related entities: https://search.stillhousedata.com/firm/134628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134628

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.