Marcum Wealth had approximately $4.3 billion in client assets as of December 31, 2024. Upon close, $4.3 billion from the Marcum Wealth transaction will be added to Wealth Enhancement's total current ...

Q3 2025 Management View President and CEO Jerry Grisko highlighted the one-year anniversary of the Marcum acquisition, describing the integration as "on or ahead of schedule in most key areas" and ...