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Home > Retirement Planners > pennsylvania > wyomissing > MARRELLA PRIVATE WEALTH, LLC
MARRELLA PRIVATE WEALTH, LLC
1250 Broadcasting Rd
#102
Wyomissing, Pennsylvania 19610
Tel: 610-655-9700
About MARRELLA PRIVATE WEALTH, LLC
MARRELLA PRIVATE WEALTH, LLC, formally registered with the SEC as MARRELLA PRIVATE WEALTH, LLC. The firm was established in 10/20/2023. They have over 1 offices throughout the country.
MARRELLA PRIVATE WEALTH, LLC is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $452,710,800 assets under management, offering retirement planning & investment advisory services to 2090 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327397 |
| SEC# | 801-128536 |
| Assets Managed by Firm | $452,710,800 |
| No. of Clients | 2090 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2090 | $452,710,800 |
| Individuals (other than high net worth individuals) | 401 | $174,000,431 |
| High net worth individuals | 142 | $266,323,036 |
| Pension and profit sharing plans | 7 | $12,047,250 |
| Charitable organizations | 3 | $340,083 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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