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MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT, LLC

CRD 315730 · SEC 801-122279

Visit website

2790 MOSSIDE BLVD, SUITE 640, MONROEVILLE, PA, 15146, United States

Phone

412-372-3849

Fax

412-372-4708

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$543.4M

Discretionary AUM

$511.3M

Team

6 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals292$103.6M
High net worth individuals164$439.8M

States served

AZ, CA, CO, LA, MD, NY, NC, OH, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD