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 registered investment adviser organized as an LLC and owner-operated. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Fees are charged as a percentage of assets under management, as well as on hourly and fixed-fee bases. The firm does not report being an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
3 of 5Erin Britton
Operations ManagerCRD 5735564
Gabriella Lo Tito
AssociateCRD 8223911
MICHAEL MARION
Managing Partner, Financial AdvisorCRD 2076025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$345M in ETFs
83%
$288M
11%
$57.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $40M | 483,527 | 11.59% |
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
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