Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001784450-25-000004
Filing Date
2025-04-02
Accepted
2025-04-02 12:50:06
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1913
2 MarcumWealth_13f.html INFORMATION TABLE  
2 MarcumWealth_13f.xml INFORMATION TABLE 200756
  Complete submission text file 0001784450-25-000004.txt   203948
Mailing Address 6685 BETA DRIVE CLEVELAND OH 44143
Business Address 6685 BETA DRIVE CLEVELAND OH 44143 440-459-5900
Marcum Wealth, LLC (Filer) CIK: 0001784450 (see all company filings)

EIN.: 202317470 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19948 | Film No.: 25803107