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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 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 |
|---|---|---|---|---|
| MARRELLA, SAMUEL, ALLEN | I | SECRETARY | NA | |
| MARRELLA, SAMUEL, ALLEN | I | SECRETARY | NA | |
| MARRELLA, SAMUEL, ALLEN | I | SECRETARY | NA | |
| Marrella, Samuel, Allen | I | SECRETARY | NA | |
| WEAVER, DANEEN, MARIE | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| WEAVER, DANEEN, MARIE | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| WEAVER, DANEEN, MARIE | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| WEAVER, DANEEN, MARIE | I | TREASURER/CHIEF COMPLIANCE OFFICER | NA | |
| MARRELLA, PAUL, LEONARD | I | MEMBER AND PRESIDENT | D | Control |
| MARRELLA, PAUL, LEONARD | I | MEMBER AND PRESIDENT | D | Control |
| MARRELLA, PAUL, LEONARD | I | MEMBER AND PRESIDENT | D | Control |
| MARRELLA, PAUL, LEONARD | I | MEMBER AND PRESIDENT | D | Control |
| MARRELLA, SAMUEL, ALLEN | I | MEMBER AND VICE PRESIDENT | D | Control |
| MARRELLA, SAMUEL, ALLEN | I | MEMBER AND VICE PRESIDENT | D | Control |
| MARRELLA, SAMUEL, ALLEN | I | MEMBER AND VICE PRESIDENT | D | Control |
| MARRELLA, SAMUEL, ALLEN | I | MEMBER AND VICE PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (7)
DE FL MD NJ PA SC TX
Address
1250 BROADCASTING RD#102
WYOMISSING, PA 19610
United States
Phone: 610-655-9700