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Marcum Wealth Employee Directory

Financial ServicesOhio, United States51-200 Employees

Marcum Wealth operates as a registered investment advisor within the financial services sector, based in Mayfield, Ohio. It presents itself as a coordinated team of advisors that combines financial planning with investment management to help clients pursue lifelong and legacy goals. The firm emphasizes providing multidisciplinary resources and a customized roadmap as part of its service offering.

Its client focus centers on individuals seeking holistic financial guidance and ongoing asset management through a structured approach. The company has earned industry recognition, including USA Today’s Best Financial Advisory Firms in 2023 and the Weatherhead 100 award in 2022, along with a 2021 designation as a top defined-contribution-focused practice by the National Association of Plan Advisors.

Find Marcum Wealth employees' phone numbers or email addresses

Marcum Wealth Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Marcum Wealth's Leadership

  • Stylized image of a person
    P. E. S.
    Owner Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Financial Advisor
    Phone icon
    Mobile Phone

Contact profiles from Marcum Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. E. S.
    Owner Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. R.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Marcum Wealth known for?

Minus sign iconPlus sign iconMarcum Wealth was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 6685 Beta Drive Mayfield, Ohio 44143 United States. Explore Marcum Wealth's company overview page for more information.

What is Marcum Wealth's most common email format?

Minus sign iconPlus sign iconMarcum 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?

Minus sign iconPlus sign iconMarcum Wealth has approximately 51 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Marcum Wealth's key employees and leadership?

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

  • Owner Chief Executive Officer: P. E. S.
  • Financial Advisor: D. R.
  • Financial Advisor: S. P.

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