Marion Wealth Management
Firm details
- Headquarters
- Monroeville, Pennsylvania
- CRD number
- 315730
- Registered since
- December 23, 2021
- Website
- www.marionwmg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.93%
- Individuals19.06%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Marion Wealth Management is an independent, individual-owned limited liability company that provides wealth management and financial planning for individuals and families. The firm is registered with the SEC (registration effective 2021) and acts as a capital allocator, drawing on outside managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$379M in ETFs
83%
$315M
11%
$63.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $43.3M | 553,331 | 11.43% |
Location
Monroeville, PA
Allegheny
Location
Monroeville, PA
Headquartered in Monroeville, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 2790 Mosside Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Coy Capital Management
RIAMonroeville, PA
Rossi Financial Associates, Inc.
RIAMonroeville, PA
Common Cents Planning
RIAGlen Mills, PA
Stewardship Advisors, LLC
RIAMount Joy, PA
Hamel Associates,Inc.
RIAAllentown, PA
Collective Family Office, LLC
RIAYork, PA