Marcum Wealth
Overview
Marcum Wealth is a private investment firm specializing in comprehensive financial planning and wealth management services. Founded in 2006, the firm has grown to manage over $4.3 billion in client assets as of December 31, 2024. Marcum Wealth offers a range of services, including financial planning, portfolio management, and retirement plan solutions, catering to multi-generational families and business owners. The firm's team of advisors is dedicated to providing personalized, high-touch service to help clients achieve their financial goals. In March 2025, Marcum Wealth announced its acquisition by Wealth Enhancement, a national independent wealth management firm, with the deal expected to close in May 2025. This partnership aims to expand Marcum Wealth's reach and resources, enhancing its ability to serve clients across the United States. The acquisition is set to add Marcum Wealth's client assets to Wealth Enhancement's existing portfolio, further solidifying its position in the wealth management industry.
Investment Focus
- Focus on private equity, venture capital, real estate, and other alternative investments
- Preference for investments in technology, healthcare, consumer goods, and financial services sectors
- Interest in both early-stage and growth-stage companies
- Geographical focus on North America, Europe, and select Asia-Pacific regions
- Commitment to ESG and impact investing principles
- Willingness to engage in both minority and majority investments
- Open to co-investment opportunities with other institutional investors
- Preference for investments with clear exit strategies within 5-7 years
Reach Marcum Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Marcum Wealth
What sectors does Marcum Wealth invest in?
Marcum Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Cleveland, United States. Marcum Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Marcum Wealth invest at?
Marcum Wealth backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Marcum Wealth invest in?
Marcum Wealth invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Marcum Wealth?
Team members listed for Marcum Wealth include Leeann Schultz (Chief Compliance Officer) and Charlie Hoffmann (Managing Director, Partner).
How do I contact Marcum Wealth?
Marcum Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
