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| Happy Holidays!! thanks for using AUM13F!! |
| Marrella Private Wealth LLC
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| CRD # | 327397 |
| SEC # | 801-128536 |
| CIK # | |
| AUM | $513.6 M (2025-03-11) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 610-655-9700 |
| Address | 1250 Broadcasting Rd Wyomissing, PA 19610 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 183.1 |
| (b) Individuals (high net worth individuals) | 158 | 319.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 10.7 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,300 | 513.6 |
| By Discretionary | ||
| Discretionary | 2,047 | 480.0 |
| Non-Discretionary | 253 | 33.6 |
| Total | 2,300 | 513.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.6 | |
| Total | 2,300 | 513.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Empire Financial Management Company LLC
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|
NY | 0.5 |
|
JPL Wealth Management LLC
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|
CO | 0.5 |
|
Dara Capital US Inc
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|
FL | 0.5 |
|
Kiely Wealth Advisory Group Inc
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|
NC | 0.5 |
|
KIRR Marbach & Company LLC
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|
IN | 0.5 |
|
Shakespeare Wealth Management LLC
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|
WI | 0.5 |
|
Winch Advisory Services LLC
✚
|
WI | 0.5 |
|
REAP Financial Group LLC
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|
TX | 0.5 |
|
BARE Financial Services Inc
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|
PA | 0.5 |
|
Adaptive Financial Consulting LLC
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|
OH | 0.5 |