# Marion Wealth Management

Marion Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/40868560

## Regulatory record

- **CRD number:** 315730
- **SEC file number:** 801-122279
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315730

## About

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.

## 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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Last updated: 2026-07-06T01:24:20.821Z

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