Marion Wealth Management, LLC
● SEC registered since 2021CRD 315730SEC# 801-122279Monroeville, PA
Reg. AUM
$543.4M
Employees
6
Accounts
1,472
Location
Monroeville, PA
Marion Wealth Management, LLC assets under management
Marion Wealth Management, LLC operates as an SEC-registered investment adviser based in Monroeville, PA. The firm has been registered since 2021. It reports $543.4 million in regulatory assets under management and employs 6 people.
Marion Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Donald Lott Control | Managing Member | 25-50% | 2021 |
| Leila Mehrizi Shaver | Chief Compliance Officer | Under 5% | 2025 |
| Michael Stanley Marion Control | Managing Member | 50-75% | 2021 |
Frequently asked questions
How much does Marion Wealth Management, LLC manage?
Marion Wealth Management, LLC reports $543.4 million in regulatory assets under management on its Form ADV.
How many employees does Marion Wealth Management, LLC have?
Marion Wealth Management, LLC reports 6 employees.
Where is Marion Wealth Management, LLC located?
Marion Wealth Management, LLC is based in Monroeville, PA and has been SEC-registered since 2021.
Does Marion Wealth Management, LLC disclose fund performance?
Marion Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2790 Mosside Blvd, Suite 640, Monroeville, PA 15146 |
| Phone | 412-372-3849 |
| Fax | 412-372-4708 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1911097 |
| Discloses disciplinary history | No |
Regulatory AUM
$543.4M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$543.4Mregulatory AUM
Discretionary $511.3MNon-discretionary $32.1M