Marcum Wealth

Content rating
Everyone
10+
Downloads
Content rating
Everyone
Learn more
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About this app

Access the tools you need to collaborate with your trusted advisor and become an effective CEO of your money.
Updated on
Feb 4, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
Data can’t be deleted

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
Content rating
Everyone
Learn more

App support

About the developer
Marcum Wealth, LLC
contact@marcumwealth.com
6685 Beta Dr Cleveland, OH 44143 United States
+1 440-459-5905