Marcum Wealth

Financial services, 401 plans, 3 investment manager, Fiduciary, Personal wealth management
Founded in 2006
Cleveland, Ohio
http://www.marcumwealth.com
None

About Marcum Wealth

At Marcum Wealth, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money®.As your one-stop team of advisors for your financial answers, we provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals. Affiliated with the Marcum Group, we collaborate with experts in complementary disciplines to strategically support you in confidently crossing your financial finish lines.

Company Metrics

  • Employees: 11-50
  • Monthly Visits: None
  • Tech Stack: None active products

Financial Information

  • Estimated Revenue: $1M to $10M
  • Total Funding: None None
  • Last Funding: None None (None)
  • Funding Status: None

Technology Stack

Marcum Wealth actively uses None products in their tech stack.

Market Presence

Industries: Financial services, 401 plans, 3 investment manager, Fiduciary, Personal wealth management

Headquarters: Cleveland, Ohio