Marcum Wealth

  • Financial Services
  • Richmond Heights OH
  • 46 employees
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Company Overview

Headquarters
6685 Beta Dr, Richmond Heights OH
Website
marcumwealth.com
Employees
46
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Marcum Wealth

Marcum Wealth is a financial advisory firm located in Richmond Heights, Ohio. The company employs 46 individuals and generates approximately $50 million in annual revenue. Marcum Wealth offers a range of financial planning and investment management services designed to help individuals achieve their financial goals. They provide customized roadmaps and utilize time-tested processes to assist clients in reaching both short-term and long-term objectives. The company emphasizes its collaborative approach, drawing on the expertise of professionals across various disciplines within the Marcum affiliates to provide comprehensive financial guidance. Marcum Wealth aims to empower clients to take control of their finances and become effective "CEOs of their money™." For more information about Marcum Wealth's services and resources, please visit their website at marcumwealth.com.

Marcum Wealth Industry Tags

Financial Services
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FAQ

What is the location of Marcum Wealth's headquarters?
The headquarters of Marcum Wealth are situated at 6685 Beta Dr, Richmond Heights OH
What is Marcum Wealth's official website?
The official website of Marcum Wealth can be found at marcumwealth.com.
What is Marcum Wealth's current revenue?
As of September 2021, Marcum Wealth's annual revenue reached $50B.
How many employees does Marcum Wealth currently have?
Marcum Wealth employs approximately 46+ people as of September 2021
Which industries is Marcum Wealth primarily operating in?
Marcum Wealth operates in the following industries: Credit, Finance
What are Marcum Wealth's industry tags?
Marcum Wealth's industry tags include: Financial Services

Employee Directory

Key Employees

Louis Trivisonno

Financial Advisor

Phone Email

Jessica Amazon

Paraprofessional

Phone Email

Robert Coode

Managing Director, Partner

Phone Email

Mohammed Nijim

Wealth Operations Associate

Phone Email