Marcum Wealth, LLC

Marcum Wealth, LLC is a financial advisory firm dedicated to providing tailored wealth management, investment management, and financial planning services to clients, including individuals and families, to help them achieve their financial goals. Founded in 2006 in Cleveland, US, Marcum Wealth, LLC focuses on wealth management and financial advisory services. The firm was recently involved in a strategic acquisition by Wealth Enhancement Group, LLC in March 2025, aiming to expand wealth advisory offerings. The founder's history is not detailed in the available information.

Marcum Wealth specializes in providing a comprehensive suite of financial advisory services designed to empower clients to effectively manage their wealth. Their core offerings include family wealth management, investment management, and financial planning, which are tailored to meet the specific needs of individuals, families, business owners, and plan sponsors. These services aim to address a range of financial challenges, including long-term wealth accumulation, retirement planning, and legacy goals. Marcum Wealth employs a multidisciplinary approach, utilizing advanced technology and resources to create customized financial roadmaps for their clients.

The company's services are primarily offered in the United States, with a focus on urban and suburban markets where affluent clients reside and seek professional wealth management solutions. Marcum Wealth generates revenue through a combination of service fees associated with its financial advisory offerings. Client transactions typically involve fee-based structures, where clients engage in ongoing advisory relationships that may include annual or quarterly retainer fees for wealth management services. The firm’s flagship services, such as their CEO of Your Money framework, integrate financial planning and investment management, resulting in comprehensive solutions for clients.

Revenue is further enhanced through strategic partnerships with investment platforms and technology providers, facilitating seamless service delivery. The exact pricing models for their individual services are customized based on client needs and complexities, ensuring that each engagement aligns with the financial objectives of the client. In March 2025, Wealth Enhancement Group, LLC, a portfolio company of TA Associates, Stone Point Capital, and Onex, agreed to acquire Marcum Wealth, LLC, with financial terms not disclosed. This acquisition will broaden Wealth Enhancement Group's wealth advisory offerings, indicating a strategic direction for future growth.

The integration aims to enhance service delivery and potentially expand into broader markets, leveraging the resources and client base of the acquiring company.