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 $414,020,018 assets under management, offering retirement planning & investment advisory services to 1265 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	$414,020,018
No. of Clients	1265
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1265	$414,020,018
Individuals (other than high net worth individuals)	291	$97,516,181
High net worth individuals	127	$316,429,946
Charitable organizations	Fewer than 5 clients	$42,972
Corporations or other businesses	Fewer than 5 clients	$30,919

More Retirement Planning firms in Monroeville, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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