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MARION WEALTH MANAGEMENT

2790 Mosside Blvd
Suite 640
Monroeville, Pennsylvania 15146
Tel: 412-372-3849

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About MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT, formally registered with the SEC as MARION WEALTH MANAGEMENT. The firm was established in 12/23/2021. They have over 1 offices throughout the country.

MARION WEALTH MANAGEMENT is a Monroeville, Pennsylvania based Financial Planning firm with nearly $414,020,018 assets under management, offering retirement planning & investment advisory services to 1265 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315730
SEC#801-122279
Assets Managed by Firm$414,020,018
No. of Clients1265
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1265$414,020,018
Individuals (other than high net worth individuals)291$97,516,181
High net worth individuals127$316,429,946
Charitable organizationsFewer than 5 clients$42,972
Corporations or other businessesFewer than 5 clients$30,919

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