Marrella Private Wealth, LLC
CRD 327397SEC# 801-128536Wyomissing, PA
No longer SEC-registered. Marrella Private Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$513.6M
Employees
7
Accounts
2,300
Location
Wyomissing, PA
Marrella Private Wealth, LLC assets under management
Marrella Private Wealth, LLC is an investment advisory firm registered with the SEC based in Wyomissing, PA. It reports $513.6 million in regulatory assets under management and employs 7 people.
Marrella Private Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daneen Marie Weaver | Treasurer/Chief Compliance Officer | Under 5% | 2023 |
| Paul Leonard Marrella Control | Member And President | 50-75% | 2023 |
| Samuel Allen Marrella | Secretary | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Marrella Private Wealth, LLC manage?
Marrella Private Wealth, LLC reports $513.6 million in regulatory assets under management on its Form ADV.
How many employees does Marrella Private Wealth, LLC have?
Marrella Private Wealth, LLC reports 7 employees.
Where is Marrella Private Wealth, LLC located?
Marrella Private Wealth, LLC is based in Wyomissing, PA.
Does Marrella Private Wealth, LLC disclose fund performance?
Marrella Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1250 Broadcasting Rd, #102, Wyomissing, PA 19610 |
| Office hours | 5-Aug |
| Discloses disciplinary history | No |
Regulatory AUM
$513.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$513.6Mregulatory AUM
Discretionary $480MNon-discretionary $33.6M