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Marcum Wealth

Cleveland, Ohio
Website:
https://www.marcumwealth.com/
134628
Cleveland, Ohio
Website:
https://www.marcumwealth.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$2,576,380,000
Fee model
No items found.
Number of employees
0
Custodians
No items found.
Description

Locations

Private Residence Amherst OH
1601 Market St Fl 4 Philadelphia PA 19103
Private Residence Sheffield Village OH
Private Residence Chattanooga TN
Private Residence Springfield MO
971 E Turkeyfoot Lake Rd Akron OH 44312
6685 Beta Dr Cleveland OH 44143
600 Superior Ave E Ste 800 Cleveland OH 44114
401 Commerce St Ste 1250 Nashville TN 37219
3320 W Market St Ste 300 Akron OH 44333
185 Asylum St Fl 25 Hartford CT 6103
14567 N Outer 40 Rd Ste 300 Chesterfield MO 63017
10 Melville Park Rd Melville NY 11747

Services Offered

Services Offered
No items found.

Recent News

Aurum Wealth Joins Forces with Marcum LLP's Wealth Management Entities
Marcum Financial Services, Marcum Wealth Management and Aurum Wealth recently announced that their wealth management practices have merged to form Marcum Wealth.
Cleveland Business Journal announced the launch of Marcum Wealth
Eric Wulff, Marcum Wealth chief executive and former Aurum Wealth CEO, said the merger combines Aurum Wealth’s proprietary process and Marcum’s deep expertise across service lines and practice specialties.
#FASuccess Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm, With Eric Wulff
My guest on today's podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households.
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Match confidence
N/a
video Overview
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Acquisitions

Number of Acqusitions
~7

Success

Partner Success Story Data
Match confidence
N/a
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Match confidence
N/a
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
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AUM Growth

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Data Currently Unavailable

Technology

Overview

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Match confidence
N/a
video Overview
Getting started
00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Max Equity
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
video Overview
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00:53
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Marcum Wealth's Ideal Partner

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Requires IM adoption
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Orion
Money guide pro (MGP)
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