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| Happy Holidays!! thanks for using AUM13F!! |
| Marion Wealth Management LLC
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| CRD # | 315730 |
| SEC # | 801-122279 |
| CIK # | 0001911097 |
| AUM | $482.5 M (2025-04-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 412-372-3849 |
| Address | 2790 Mosside Blvd Monroeville, PA 15146 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| UBS AG | 15.0 | |
| Apple Inc | 7.8 | |
| Microsoft Corp | 7.7 | |
| Analog Devices Inc | 5.1 | |
| Facebook Inc | 5.0 | |
| J P Morgan Chase & Co | 4.0 | |
| Accenture PLC | 3.7 | |
| Alphabet Inc | 3.6 | |
| Salesforce Com Inc | 3.5 | |
| Amazon Com Inc | 3.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 99.6 |
| (b) Individuals (high net worth individuals) | 150 | 382.8 |
| (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 | 0.0 |
| (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 | 1,389 | 482.5 |
| By Discretionary | ||
| Discretionary | 1,382 | 454.5 |
| Non-Discretionary | 7 | 28.0 |
| Total | 1,389 | 482.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 482.3 | |
| Total | 1,389 | 482.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911097] |
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|---|---|---|
|
Delta Wealth Management
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|
0.5 | |
|
Twele Capital Management Inc
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|
MN | 0.5 |
|
HFM Investment Advisors Inc
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|
0.5 | |
|
Triumph Capital Management
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CO | 0.5 |
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JDH Wealth Management LLC
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CA | 0.5 |
|
Aerie Advisory Group LLC
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WA | 0.5 |
|
Mayport LLC
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|
0.5 | |
|
Auctus Advisors LLC
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|
NC | 0.5 |
|
Priebe Wealth Holdings LLC
✚
|
MN | 0.5 |
|
Compound Family Offices LLC
✚
|
FL | 0.5 |