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Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, has announced that it will join forces with Marcum Wealth, an independent RIA headquartered in Cleveland, Ohio. The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer. Upon completion of the deal, expected to close in May 2025, Marcum Wealth’s client assets will be added to the $107.5 billion Wealth Enhancement currently manages. 
Mar 26, 2025
Press releases

Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, has announced that it will join forces with Marcum Wealth, an independent RIA headquartered in Cleveland, Ohio. The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer. Upon completion of the deal, expected to close in May 2025, Marcum Wealth’s client assets will be added to the $107.5 billion Wealth Enhancement currently manages. 
Mar 26, 2025