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Marcum Wealth

EST. AUM
$2,972,773,629

CONTACTS
28

CLIENT ACCOUNTS
7,238

Firm Details

Metro area Cleveland
CRD Number 134628
Website marcumwealth.com
Client types

Overview

Marcum Wealth Management is based just outside of Cleveland, Ohio and has about $2.5 billion under management. They allocate to traditional asset classes as well as private real estate. They run a real estate fund of funds, internally. Mike McKeown is your best contact. On the traditional side, they have had and utilized interval fund structures and RICs. They will look at traditional 40 Act alternatives as well.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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