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RIA · CRD 315730SEC-Registered

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Marion Wealth Management

MARION WEALTH MANAGEMENT is an SEC-registered investment adviser in MONROEVILLE, PA, registered since 2021. The firm manages $543 million in assets, $511...

Overview

MARION WEALTH MANAGEMENT is an SEC-registered investment adviser in MONROEVILLE, PA, registered since 2021. The firm manages $543 million in assets, $511 million on a discretionary basis. It has 6 employees and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Marion Wealth Management?

No named investment professionals or principals at Marion Wealth Management have appeared in public sources. The firm does not maintain a public website or social-media profile. Its decision-making structure remains unknown to external observers.

Does Marion Wealth Management make direct investments or only fund commitments?

Public sources do not specify whether Marion Wealth Management makes direct investments, commits to external funds, or uses a hybrid model. The firm's investment approach is not described in accessible records.

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