MARION WEALTH MANAGEMENT, LLC
Legal name: MARION WEALTH MANAGEMENT
CRD #315730 SEC #801-122279 MONROEVILLE, PA 412-372-3849
SEC Registered
Total AUM
$482.5M
Discretionary
$454.5M
Employees
6
Clients
251
Accounts
1,389
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $482.5M | $454.5M | $28M | 6 | 0 |
| Mar 2025 | $482.5M | $454.5M | $28M | 6 | 0 |
| Nov 2024 | $414M | $387.5M | $26.6M | 6 | 0 |
| Feb 2024 | $414M | $387.5M | $26.6M | 6 | 0 |
| Nov 2023 | $333.1M | $305.6M | $27.5M | 6 | 0 |
| Sep 2023 | $333.1M | $305.6M | $27.5M | 6 | 0 |
| Feb 2023 | $333.1M | $305.6M | $27.5M | 6 | 0 |
| Jun 2022 | $232.2M | $231.5M | $686.7K | 3 | 0 |
| Mar 2022 | $232.2M | $231.5M | $686.7K | 3 | 0 |
| Dec 2021 | $227.2M | $227.2M | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$482.5M
Discretionary$454.5M
Non-Disc.$28M
Employees6
Clients0
DateMar 2025
Total AUM$482.5M
Discretionary$454.5M
Non-Disc.$28M
Employees6
Clients0
DateNov 2024
Total AUM$414M
Discretionary$387.5M
Non-Disc.$26.6M
Employees6
Clients0
DateFeb 2024
Total AUM$414M
Discretionary$387.5M
Non-Disc.$26.6M
Employees6
Clients0
DateNov 2023
Total AUM$333.1M
Discretionary$305.6M
Non-Disc.$27.5M
Employees6
Clients0
DateSep 2023
Total AUM$333.1M
Discretionary$305.6M
Non-Disc.$27.5M
Employees6
Clients0
DateFeb 2023
Total AUM$333.1M
Discretionary$305.6M
Non-Disc.$27.5M
Employees6
Clients0
DateJun 2022
Total AUM$232.2M
Discretionary$231.5M
Non-Disc.$686.7K
Employees3
Clients0
DateMar 2022
Total AUM$232.2M
Discretionary$231.5M
Non-Disc.$686.7K
Employees3
Clients0
DateDec 2021
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0