MONROEVILLE, PACRD 315730Latest ADV March 13, 2026
Marion Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Monroeville, PA. Its latest Form ADV filing, dated March 13, 2026, reports $543M in regulatory assets under management, 6 employees, and 1,472 accounts.
Assets Under Management
$543M
Employees
6
Offices
--
Total Clients
456
Primary office
MONROEVILLE, PA
2790 MOSSIDE BLVD, SUITE 640, MONROEVILLE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
292
2
HNWI
36.0%
164
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$543Mas of March 13, 2026
Discretionary94.1%
$511M
94% of total RAUM94.1%
Non-discretionary5.9%
$32M
6% of total RAUM5.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$543M
Total Accounts1,472
10Y AUM Change+$543M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee76:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.