What departments does Marcum Wealth have?

Marcum Wealth has employees across 1 departments including Finance.

What is the largest department at Marcum Wealth?

The largest department at Marcum Wealth is Finance with 1 employees.

Where are Marcum Wealth employees located globally?

Marcum Wealth has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Marcum Wealth's team size changed over time?

Marcum Wealth's team has decreased from approximately 26 to 19 employees based on available data.

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Marcum Wealth Employee Directory

Financial ServicesOhio, United States11-50 Employees

Marcum Wealth is a financial services firm based in Cleveland, Ohio. The firm aims to help clients take proactive ownership of their money, providing tools and guidance to support this objective. It offers a multidisciplinary advisory team, a customized financial roadmap, and proven planning and investment management processes designed to help clients pursue lifelong and legacy goals. Within the financial services landscape, the firm emphasizes a disciplined, integrated approach to planning and investment management. In 2023, Marcum Wealth was recognized by USA Today as one of the Best Financial Advisory Firms.

Marcum Wealth Global Highlights

North America
27

United States Of America
27

Africa
1

South Africa
1

Marcum Wealth's Leadership

J. A.
Associate Vice President
Mobile Phone
Email
C. B.
Managing Director
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

Marcum Wealth Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Human Resources
Legal
Administrative
Other
Analytics

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
F. R.
Client Service Associate
Mobile Phone
Email
United StatesGeorgia
Apr 14, 2026
L. P.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Apr 16, 2026
J. A.
Paraprofessional
Mobile Phone
Email
United StatesFlorida
Apr 01, 2026
N. S.
Client Service Associate
Mobile Phone
Email
May 18, 2025

Frequently Asked Questions

What is Marcum Wealth known for?

Marcum Wealth was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 6685 Beta Drive Cleveland, Ohio 44143 United States; 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 15 employees as of May 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Marcum Wealth's key employees and leadership?

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

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

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Marcum Wealth Employee Directory

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