MARCUM WEALTH, LLC
CRD #134628 SEC #801-67563 CLEVELAND, OH 440-459-5900
SEC Registered
Total AUM
$3B
Discretionary
$2.9B
Employees
38
Clients
--
Accounts
7,238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3B | $2.9B | $55.4M | 38 | 131 |
| Mar 2025 | $3B | $2.9B | $55.4M | 38 | 131 |
| Mar 2025 | $3B | $2.9B | $55.4M | 38 | 131 |
| Jan 2025 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Jan 2025 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Dec 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Nov 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Nov 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Nov 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Nov 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Aug 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Feb 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Feb 2024 | $2.6B | $2.5B | $51.3M | 40 | 146 |
| Jan 2024 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Jan 2024 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Dec 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Nov 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Nov 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Aug 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Aug 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Jul 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Jul 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Jul 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Mar 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Mar 2023 | $2.3B | $2.2B | $29.6M | 34 | 140 |
| Jan 2023 | $2B | $2B | $46.7M | 33 | 137 |
| Jan 2023 | $2B | $2B | $46.7M | 33 | 137 |
| Jan 2023 | $2B | $2B | $46.7M | 33 | 137 |
| Dec 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Nov 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Oct 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Aug 2022 | $2B | $2B | $46.7M | 33 | 137 |
| May 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Apr 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Mar 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Mar 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Mar 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Mar 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Mar 2022 | $2B | $2B | $46.7M | 33 | 137 |
| Jan 2022 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Dec 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Dec 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Dec 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Dec 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Nov 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Nov 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Oct 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Oct 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Sep 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Aug 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Jun 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Jun 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Mar 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Mar 2021 | $1.3B | $1.3B | $7.3M | 22 | 87 |
| Feb 2021 | $1B | $1B | $4.4M | 29 | 75 |
| Feb 2021 | $1B | $1B | $4.4M | 29 | 75 |
| Feb 2021 | $1B | $1B | $4.4M | 29 | 75 |
| Dec 2020 | $1B | $1B | $4.4M | 29 | 75 |
| Oct 2020 | $1B | $1B | $4.4M | 29 | 75 |
| Sep 2020 | $1B | $1B | $4.4M | 29 | 75 |
| Jul 2020 | $1B | $1B | $4.4M | 29 | 75 |
| Jun 2020 | $1B | $1B | $4.4M | 29 | 75 |
| Jun 2020 | $1B | $1B | $4.4M | 29 | 75 |
| Mar 2020 | $1B | $1B | $4.4M | 29 | 75 |
| Nov 2019 | $709.1M | $704.4M | $4.7M | 16 | 77 |
| Mar 2019 | $709.1M | $704.4M | $4.7M | 16 | 77 |
| Dec 2018 | $860M | $697.1M | $162.9M | 14 | 94 |
| Mar 2018 | $860M | $697.1M | $162.9M | 14 | 94 |
| Sep 2017 | $714.2M | $578.6M | $135.6M | 12 | 730 |
| Aug 2017 | $714.2M | $578.6M | $135.6M | 12 | 730 |
| Aug 2017 | $714.2M | $578.6M | $135.6M | 12 | 730 |
| Mar 2017 | $504.7M | $382.5M | $122.2M | 8 | 227 |
| Mar 2016 | $453.2M | $324.2M | $129M | 7 | 206 |
| Dec 2015 | $394.1M | $298.9M | $95.2M | 8 | 172 |
| Mar 2015 | $394.1M | $298.9M | $95.2M | 8 | 172 |
| Dec 2014 | $325.5M | $271.9M | $53.6M | 7 | 118 |
| Mar 2014 | $325.5M | $271.9M | $53.6M | 7 | 118 |
| Apr 2013 | $228.4M | $210.3M | $18.2M | 5 | 106 |
| Mar 2013 | $228.4M | $210.3M | $18.2M | 5 | 106 |
| Mar 2012 | $198M | $191.3M | $6.7M | 1 | 26 |
| Aug 2011 | $165.7M | $157.2M | $8.5M | 5 | -- |
| Mar 2011 | $165.7M | $157.2M | $8.5M | 5 | -- |
| May 2010 | $144.1M | $135.1M | $8.9M | 5 | -- |
| Mar 2008 | $86.6M | $84.3M | $2.3M | 5 | -- |
| Mar 2007 | $55.1M | $55.1M | $0 | 5 | -- |
| Feb 2007 | $41.4M | $41.4M | $0 | 5 | -- |
| Feb 2007 | $41.4M | $41.4M | $0 | 5 | -- |
DateMay 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$55.4M
Employees38
Clients131
DateMar 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$55.4M
Employees38
Clients131
DateMar 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$55.4M
Employees38
Clients131
DateJan 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateJan 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateDec 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateNov 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateNov 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateNov 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateNov 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateAug 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateFeb 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateFeb 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$51.3M
Employees40
Clients146
DateJan 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateJan 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateDec 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateNov 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateNov 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateAug 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateAug 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateJul 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateJul 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateJul 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateMar 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateMar 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$29.6M
Employees34
Clients140
DateJan 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateJan 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateJan 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateDec 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateNov 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateOct 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateAug 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateMay 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$46.7M
Employees33
Clients137
DateJan 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateDec 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateDec 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateDec 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateDec 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateNov 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateNov 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateSep 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateAug 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.3M
Employees22
Clients87
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateDec 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateOct 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateSep 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateJul 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$4.4M
Employees29
Clients75
DateNov 2019
Total AUM$709.1M
Discretionary$704.4M
Non-Disc.$4.7M
Employees16
Clients77
DateMar 2019
Total AUM$709.1M
Discretionary$704.4M
Non-Disc.$4.7M
Employees16
Clients77
DateDec 2018
Total AUM$860M
Discretionary$697.1M
Non-Disc.$162.9M
Employees14
Clients94
DateMar 2018
Total AUM$860M
Discretionary$697.1M
Non-Disc.$162.9M
Employees14
Clients94
DateSep 2017
Total AUM$714.2M
Discretionary$578.6M
Non-Disc.$135.6M
Employees12
Clients730
DateAug 2017
Total AUM$714.2M
Discretionary$578.6M
Non-Disc.$135.6M
Employees12
Clients730
DateAug 2017
Total AUM$714.2M
Discretionary$578.6M
Non-Disc.$135.6M
Employees12
Clients730
DateMar 2017
Total AUM$504.7M
Discretionary$382.5M
Non-Disc.$122.2M
Employees8
Clients227
DateMar 2016
Total AUM$453.2M
Discretionary$324.2M
Non-Disc.$129M
Employees7
Clients206
DateDec 2015
Total AUM$394.1M
Discretionary$298.9M
Non-Disc.$95.2M
Employees8
Clients172
DateMar 2015
Total AUM$394.1M
Discretionary$298.9M
Non-Disc.$95.2M
Employees8
Clients172
DateDec 2014
Total AUM$325.5M
Discretionary$271.9M
Non-Disc.$53.6M
Employees7
Clients118
DateMar 2014
Total AUM$325.5M
Discretionary$271.9M
Non-Disc.$53.6M
Employees7
Clients118
DateApr 2013
Total AUM$228.4M
Discretionary$210.3M
Non-Disc.$18.2M
Employees5
Clients106
DateMar 2013
Total AUM$228.4M
Discretionary$210.3M
Non-Disc.$18.2M
Employees5
Clients106
DateMar 2012
Total AUM$198M
Discretionary$191.3M
Non-Disc.$6.7M
Employees1
Clients26
DateAug 2011
Total AUM$165.7M
Discretionary$157.2M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2011
Total AUM$165.7M
Discretionary$157.2M
Non-Disc.$8.5M
Employees5
Clients--
DateMay 2010
Total AUM$144.1M
Discretionary$135.1M
Non-Disc.$8.9M
Employees5
Clients--
DateMar 2008
Total AUM$86.6M
Discretionary$84.3M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2007
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees5
Clients--