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| Company Name: | MARCUM WEALTH, LLC |
| Employer identification number (EIN): | 202317470 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Date | Description |
|---|---|
| 2023-10-02 | 202317470 Change of name detected from AURUM WEALTH MANAGEMENT GROUP, LLC DBA MARCUM WEALTH to MARCUM WEALTH, LLC |
| 2022-10-14 | 202317470 Change of name detected from SKODA, MINOTTI & COMPANY to AURUM WEALTH MANAGEMENT GROUP, LLC DBA MARCUM WEALTH |
| 2022-10-14 | 202317470 Change of plan name detected from SKODA, MINOTTI & CO. 401(K) PLAN to MARCUM WEALTH 401K PLAN for plan ID 001 |
| 2021-10-15 | 202317470 Change of name detected from SKODA, MINOTTI & COMPANY to AURUM WEALTH MANAGEMENT GROUP, LLC DBA MARCUM WEALTH |
| 2021-10-15 | 202317470 Change of plan name detected from SKODA, MINOTTI & CO. 401(K) PLAN to MARCUM WEALTH 401K PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | MARCUM WEALTH 401K PLAN | 2001-03-15 | 2001-03-15 |
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