Marcum Wealth Employee Directory

Q: What is Marcum Wealth known for?

Marcum Wealth was founded in 2006. Marcum Wealth operates in the Financial Services industry.

Q: How many employees does Marcum Wealth have currently?

Marcum Wealth has approximately 16 employees.

Financial ServicesOhio, United States11-50 Employees

At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™.

As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals.

Legal Notice: www.marcumwealth.com/legal

Find Marcum Wealth employees' phone numbers or email addresses

Marcum Wealth Global Highlights

North America
30

United States Of America
30

Africa
1

South Africa
1

Marcum Wealth's Leadership

J. A.
Associate Vice President
Mobile Phone
Email
C. B.
Managing Director
Mobile Phone
Email
K. P.
Trading Specialist
Mobile Phone
Email
F. R.
Client Service Associate
Mobile Phone
Email
L. P.
Financial Advisor
Mobile Phone
Email
J. A.
Paraprofessional
Mobile Phone
Email
N. S.
Client Service Associate
Mobile Phone
Email
J. R.
Portfolio Specialist
Mobile Phone
Email

Marcum Wealth Employee Metrics

100%

50%

2026

2025

2024

Banking
Accounting
Human Resources
Legal
Administrative
Other

Contact profiles from Marcum Wealth

Name

Title

Contact Info

Location

Last Update

J. A.
Associate Vice President
Mobile Phone
Email
UNITED STATES
Apr 05, 2023
C. B.
Managing Director
Mobile Phone
Email
UNITED STATES
Aug 23, 2024
K. P.
Trading Specialist
Mobile Phone
Email
Nov 13, 2025
F. R.
Client Service Associate
Mobile Phone
Email
United StatesNew York
Nov 14, 2025
L. P.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Nov 20, 2025
J. A.
Paraprofessional
Mobile Phone
Email
United StatesFlorida
Nov 13, 2025
N. S.
Client Service Associate
Mobile Phone
Email
May 18, 2025
J. R.
Portfolio Specialist
Mobile Phone
Email
Apr 30, 2025

Frequently Asked Questions

What is Marcum Wealth known for?

Marcum Wealth was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-440-605-****

. Explore Marcum Wealth's company overview page for more information.

What is Marcum Wealth's most common email format?

Marcum Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marcum Wealth email formats with LeadIQ.

How many employees does Marcum Wealth have currently?

Marcum Wealth has approximately 16 employees as of January 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Marcum Wealth's key employees and leadership?

As of January 2026, Marcum Wealth's key employees include:

Associate Vice President: J. A.
Managing Director: C. B.
Trading Specialist: K. P.
Client Service Associate: F. R.
Financial Advisor: L. P.

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