MARRELLA PRIVATE WEALTH, LLC
CRD #327397 SEC #801-128536 WYOMISSING, PA 610-655-9700
SEC Registered
Total AUM
$513.6M
Discretionary
$480M
Employees
7
Clients
10
Accounts
2,300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $513.6M | $480M | $33.6M | 7 | 1 |
| Mar 2024 | $452.7M | $414M | $38.7M | 7 | 0 |
| Oct 2023 | $430.4M | $352.2M | $78.2M | 7 | 0 |
| Jul 2023 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$513.6M
Discretionary$480M
Non-Disc.$33.6M
Employees7
Clients1
DateMar 2024
Total AUM$452.7M
Discretionary$414M
Non-Disc.$38.7M
Employees7
Clients0
DateOct 2023
Total AUM$430.4M
Discretionary$352.2M
Non-Disc.$78.2M
Employees7
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0