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| Marion Wealth Management LLC
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|---|---|
| CRD # | 315730 |
| SEC # | 801-122279 |
| CIK # | 0001911097 |
| AUM | $543.4 M (2026-05-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 412-372-3849 |
| Address | 2790 Mosside Blvd Monroeville, PA 15146 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| UBS AG | 17.2 | |
| Apple Inc | 11.8 | |
| Analog Devices Inc | 7.1 | |
| Alphabet Inc | 6.5 | |
| Microsoft Corp | 6.3 | |
| J P Morgan Chase & Co | 5.1 | |
| Lilly Eli & Co | 4.5 | |
| Facebook Inc | 4.3 | |
| Amazon Com Inc | 4.1 | |
| Nvidia Corp | 3.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 103.6 |
| (b) Individuals (high net worth individuals) | 164 | 439.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,472 | 543.4 |
| By Discretionary | ||
| Discretionary | 1,465 | 511.3 |
| Non-Discretionary | 7 | 32.1 |
| Total | 1,472 | 543.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 543.2 | |
| Total | 1,472 | 543.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911097] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Selby Wealth Management LLC
✚
|
CA | 0.5 |
|
Sierra Ocean LLC
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|
CA | 0.5 |
|
Goodreid Investment Counsel Corp
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|
0.5 | |
|
Andrews Lucia Wealth Management LLC
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|
CA | 0.5 |
|
Palumbo Wealth Management LLC
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|
NY | 0.5 |
|
Prosperity Planning Inc
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|
MO | 0.5 |
|
Headwater Investment Consulting Inc
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|
OR | 0.5 |
|
Gravitalix Financial LLC
✚
|
FL | 0.5 |
|
Planning Directions Inc
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|
PA | 0.5 |
|
Juno Financial Group LLC
✚
|
VA | 0.5 |