MARION WEALTH MANAGEMENT, LLC
Doing business as MARION WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$543,432,308
Discretionary
$511,296,094
Non-discretionary
$32,136,214
Firm details
- CRD number
- 315730
- SEC file number
- 801-122279
- Main office
- MONROEVILLE, PA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://twitter.com/MarionWmg
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.