Marcum’s Wealth Management Arm Joins Forces with Aurum Wealth

Marcum Financial Services and Marcum Wealth Management – two divisions of New York-based IPA 100 firm Marcum LLP (FY19 net revenue of $625.3 million) – have merged with Aurum Wealth to form Marcum Wealth, a one-stop team of advisors for families, business owners and industry professionals to be headquartered in Cleveland, Ohio.

“Aurum Wealth embodies the same entrepreneurial spirit, commitment to superior client service and opportunity orientation which makes a great fit with Marcum as we look to expand our financial services capabilities,” says Marcum LLP chairman and CEO Jeffrey Weiner.  “Aurum Wealth aligns synergistically with Marcum’s service culture and focus on technology, combining their proven processes with Marcum’s broad service offering, infrastructure and scale to deliver more value to our clients.”

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