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| Happy Holidays!! thanks for using AUM13F!! |
| Marcum Wealth LLC
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| CRD # | 134628 |
| SEC # | 801-67563 |
| CIK # | 0001784450 |
| AUM | $3.0 B (2025-05-19) |
| Employees | 38 (100% Investors, 8% Brokers) |
| Phone | 440-459-5900 |
| Address | 6685 Beta Drive Cleveland, OH 44143 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.1 | ||
| Microsoft Corp | 20.4 | ||
| Progressive Corp/Oh/ | 15.3 | ||
| United Parcel Service Inc | 11.9 | ||
| Nvidia Corp | 9.1 | ||
| Amazon Com Inc | 8.0 | ||
| J P Morgan Chase & Co | 6.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,233 | 0.5 |
| (b) Individuals (high net worth individuals) | 730 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,238 | 3.0 |
| By Discretionary | ||
| Discretionary | 7,209 | 2.9 |
| Non-Discretionary | 29 | 0.1 |
| Total | 7,238 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 7,238 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001784450] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summitry LLC
✚
|
CA | 3.0 |
|
New England Private Wealth Advisors LLC
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|
MA | 3.0 |
|
Sovereign Investment Advisors LLC
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|
AZ | 3.0 |
|
Colony Family Offices LLC
✚
|
NC | 3.0 |
|
Sol Capital Management Co
✚
|
MD | 3.0 |
|
Capital Generation Partners LLP
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|
3.0 | |
|
Frost Investment Services LLC
✚
|
TX | 3.0 |
|
Leavell Investment Management Inc
✚
|
AL | 3.0 |
|
SRH Advisors LLC
✚
|
KS | 3.0 |
|
Shapiro Capital Management LLC
✚
|
GA | 2.9 |