Marion Wealth Management
Marion Wealth Management is an SEC-registered wealth manager in Monroeville, PA with $543.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Marion Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315730, SEC 801-122279, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $543.4M (2026-05-26)
- Firm type
- Wealth Manager
- Location
- Monroeville, PA
- Employees
- 6
- Clients
- 456
- CRD
- 315730
- Ownership
- MARION, MICHAEL, STANLEY; LOTT, JEFFREY, DONALD; SHAVER, LEILA, MEHRIZI
How much AUM does Marion Wealth Management have?
Marion Wealth Management reported $543.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Marion Wealth Management?
Disclosed owners and executives of Marion Wealth Management include MARION, MICHAEL, STANLEY, LOTT, JEFFREY, DONALD, SHAVER, LEILA, MEHRIZI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.