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 structured as a limited liability company and registered with the SEC in 2021. The firm is individually owned and positions itself as a capital allocator serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible: percentage of AUM, hourly fees, and fixed-fee engagements are used. Marion Wealth Management does not identify as an active ESG investor and is not listed as 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 5
Erin 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 89Active vs passive
$373M in ETFs
84%
$313M
10%
$60M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $43.2M | 522,764 | 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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