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| Marcum Wealth LLC
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|
|---|---|
| CRD # | 134628 |
| SEC # | 801-67563 |
| CIK # | 0001784450 |
| AUM | $2.3 BB (2023-03-08) |
| Employees | 33 (100% Investors, 12% Brokers) |
| Phone | 440-459-5900 |
| Address | 6685 Beta Drive Cleveland, OH 44143 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UPS | 157,208.0 | 22.3 | |
| AAPL | 2,382,844.0 | 18.0 | |
| MSFT | 1,918,222.4 | 11.7 | |
| PGR | 67,509.2 | 6.8 | |
| AMZN | 1,092,997.8 | 4.5 | |
| JPM | 340,169.2 | 4.5 | |
| NVDA | 399,550.0 | 3.0 | |
| XOM | 385,508.3 | 2.8 | |
| JNJ | 465,600.2 | 2.7 | |
| CVX | 294,604.1 | 2.7 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,896 | 0.5 |
| (b) Individuals (high net worth individuals) | 522 | 1.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,551 | 2.0 |
| By Discretionary | ||
| Discretionary | 5,524 | 2.0 |
| Non-Discretionary | 27 | 0.0 |
| Total | 5,551 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 5,551 | 2.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001784450] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Equity Investment Corporation
✚
|
GA | 2.3 |
|
GIA Partners LLC
✚
|
NY | 2.3 |
|
Csenge Advisory Group LLC
✚
|
FL | 2.3 |
|
Carson Group Investing LLC
✚
|
NE | 2.3 |
|
Ancora Family Wealth Advisors LLC
✚
|
OH | 2.3 |
|
Chicago Capital LLC
✚
|
IL | 2.3 |
|
The Burney Company
✚
|
VA | 2.3 |
|
Applied Finance Capital Management LLC
✚
|
PR | 2.2 |
|
Moors & Cabot Inc
✚
|
MA | 2.2 |
|
Valley Forge Investment Consultants Inc
✚
|
PA | 2.2 |