However, Marcum’s involvement in the Spac market has not been without controversy, as the firm faced a $13 million fine from regulators last year due to quality failures related to its Spac work.
Wealth Enhancement Group, a private equity-backed national wealth management firm headquartered in Minneapolis, is expanding its Midwest footprint and marking a foray in the Cleveland market with the ...
Wealth Enhancement said it is acquiring Marcum Wealth, a registered investment advisory firm based in Cleveland with more than $4.3 billion in client assets.