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| Marion Wealth Management LLC
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| |
|---|---|
| CRD # | 315730 |
| SEC # | 801-122279 |
| CIK # | 0001911097 |
| AUM | $414.0 MM (2024-02-15) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 412-372-3849 |
| Address | 2790 Mosside Blvd Monroeville, PA 15146 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MLPB | 14.0 | ||
| AAPL | 2,382,844.0 | 7.4 | |
| MSFT | 1,918,222.4 | 6.6 | |
| ADI | 77,186.0 | 4.4 | |
| META | 434,852.0 | 4.0 | |
| GOOGL | 1,475,138.5 | 3.7 | |
| ACN | 179,517.0 | 3.4 | |
| NVDA | 399,550.0 | 3.3 | |
| JPM | 340,169.2 | 3.3 | |
| ROP | 41,484.9 | 3.2 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 97.5 |
| (b) Individuals (high net worth individuals) | 127 | 316.4 |
| (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 | 1,265 | 414.0 |
| By Discretionary | ||
| Discretionary | 1,258 | 387.5 |
| Non-Discretionary | 7 | 26.6 |
| Total | 1,265 | 414.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 413.8 | |
| Total | 1,265 | 414.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911097] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Harbour Investment Management LLC
✚
|
WA | 0.4 |
|
Premier Wealth Advisors LLC
✚
|
CA | 0.4 |
|
FSA Wealth Management LLC
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|
MA | 0.4 |
|
Monarch Capital Management Inc
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|
IN | 0.4 |
|
Bridge Creek Capital Management LLC
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|
MA | 0.4 |
|
Laurus Investment Counsel Inc
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|
0.4 | |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 0.4 |
|
Herold Advisors Inc
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|
NY | 0.4 |
|
Legacy Wealth Asset Management LLC
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|
MN | 0.4 |
|
Prudeo Partners LLC
✚
|
SC | 0.4 |