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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARION, MICHAEL, STANLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | C | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
| LOTT, JEFFREY, DONALD | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Apr 25, 2025 REGISTERED
Notice Filings (13)
CA CO FL LA MD NC NH NY OH PA SC TX VA
Address
2790 MOSSIDE BLVDSUITE 640
MONROEVILLE, PA 15146
United States
Phone: 412-372-3849