← Tributary

MARCUM WEALTH, LLC

CLEVELAND, OH · CRD 134628 · IAPD ↗ · operationveteranfinance.org · 440-459-5900

$2.97BRegulatory AUM
38Advisory reps
38Employees
131Clients
More than 500Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2025 — MARCUM WEALTH, LLC (CLEVELAND, OH) left the SEC roster (was $2.97B RAUM, 38 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2025 — MARCUM WEALTH, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
February 2025 — MARCUM WEALTH, LLC changed its website from aurumwealth.com to operationveteranfinance.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
March 2024 — MARCUM WEALTH, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.