Eric Wulff, CEPA in

Eric Wulff, CEPA

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Senior VP-Financial Advisor at Wealth Enhancement
📍 Cleveland, Ohio, United States

Eric Wulff is a Senior VP-Financial Advisor at Wealth Enhancement, specializing in comprehensive financial planning for high-net-worth families and business owners. He holds a CEPA designation for exit planning and earned a Bachelor of Science from John Carroll University. His firm recently merged with Wealth Enhancement, adding over $4. 3 billion in client assets.

Originally from Cleveland, Ohio, Eric is an active member of the local business community through organizations like XPX Cleveland. During his time at John Carroll University, he was recognized for his sportsmanship in sailing, receiving a collegiate sportsmanship award in 1993. He also has a stated interest in luxury automobiles.

After building his firm, Aurum Wealth, for over 18 years, it successfully transitioned to Marcum Wealth and ultimately merged with Wealth Enhancement.

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Experience
29 Years
Current Role
Senior VP-Financial Advisor
Location
Cleveland, Ohio, United States
Personality Overview

How Eric shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eric cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he specializes in helping business owners prepare for and execute successful exits.
Wealth Management
His career is dedicated to providing financial planning and investment management for high-net-worth families and business owners.
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Career

Work history

5-2025
Senior VP-Financial Advisor
Wealth Enhancement
9-2020 - 5-2025
Chief Executive Officer
Marcum Wealth
12-2006 - 9-2020
Managing Director
Marcum Wealth
2007 - 1-2020
Partner
Skoda Minotti
1-1996 - 12-2006
First Vice President
Morgan Stanley
In the press

Media appearances

Eric Wulff | Senior Vice President, Financial Advisor. Featured in Wealth Enhancement (advisor profile)
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Education
1990 - 1994
Bachelors of Science
John Carroll University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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