Marcum Wealth, LLC Info

Marcum Wealth, LLC info

Marcum Wealth, LLC (SEC CIK 1784450) first filed with the SEC on 2020-02-13 (Form 13F-HR) and has filed 23 times since, including 22 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 6685 BETA DRIVE, CLEVELAND, OH, 44143.

Name: Value Marcum Wealth, LLC.
SEC CIK: Value 1784450.
State of organization: Value OH.
Business address: Value 6685 BETA DRIVE, CLEVELAND, OH, 44143.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Marcum Wealth, LLC
SEC CIK	1784450
State of organization	OH
Business address	6685 BETA DRIVE, CLEVELAND, OH, 44143
Mailing address	6685 BETA DRIVE, CLEVELAND, OH, 44143
Phone	440-459-5900
Fiscal year end	December 31
Former names	Aurum Wealth Management Group, LLC (2020-02-13 to 2021-02-09)

SEC Filing History

Field	Value
First SEC filing	2020-02-13 (Form 13F-HR)
Latest SEC filing	2025-04-02 (Form 13F-HR)
Filings on EDGAR	23
First Form 13F-HR	2020-02-13 (quarter ended 2019-12-31)
Latest Form 13F-HR	2025-04-02 (quarter ended 2025-03-31)
Form 13F-HR filings	22

Filings by Form

Form	Filings	Latest
13F-HR	22	2025-04-02
N-PX	1	2024-07-02

Filings by Year

Year	Filings	Form 13F-HR
2025	2	2
2024	5	4
2023	4	4
2022	4	4
2021	4	4
2020	4	4

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