Investment adviser · CRD 315730
MARION WEALTH MANAGEMENT
Investment adviser filing (IA)
MARION WEALTH MANAGEMENT, LLC
MONROEVILLE, PA, United States · Form ADV filed May 26, 2026
- Regulatory AUM
- $543M Form ADV · Item 5.F
- Client accounts
- 1,472 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 164 | $439,812,551 | 80.9% |
| Individuals | 292 | $103,565,969 | 19.1% |
| Charities | Fewer than 5 | $53,788 | 0.0% |
Filing source
Form ADV 2108408 · May 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2790 MOSSIDE BLVD, SUITE 640MONROEVILLE, PA, 15146, United States
CRD 315730
Filing source
Form ADV 2108408 · May 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.