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MARION WEALTH MANAGEMENT
2790 Mosside Blvd
Suite 640
Monroeville, Pennsylvania 15146
Tel: 412-372-3849
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 $333,105,354 assets under management, offering retirement planning & investment advisory services to 1167 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 315730 |
| SEC# | 801-122279 |
| Assets Managed by Firm | $333,105,354 |
| No. of Clients | 1167 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1167 | $333,105,354 |
| Individuals (other than high net worth individuals) | 216 | $42,017,412 |
| High net worth individuals | 189 | $279,216,587 |
| Pension and profit sharing plans | 11 | $11,833,191 |
| Charitable organizations | 1 | $38,164 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
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| $299,191,714,649 | 634470 | 2124 |
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