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⚲
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| Marrella Private Wealth LLC
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| |
|---|---|
| CRD # | 327397 |
| SEC # | 801-128536 |
| CIK # | |
| AUM | $452.7 MM (2024-03-18) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 610-655-9700 |
| Address | 1250 Broadcasting Rd Wyomissing, PA 19610 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 174.0 |
| (b) Individuals (high net worth individuals) | 142 | 266.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.0 |
| (h) Charitable organizations | 3 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,090 | 452.7 |
| By Discretionary | ||
| Discretionary | 1,786 | 414.0 |
| Non-Discretionary | 304 | 38.7 |
| Total | 2,090 | 452.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.7 | |
| Total | 2,090 | 452.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Park Edge Advisors LLC
✚
|
OH | 0.5 |
|
Northwest Quadrant LLC
✚
|
OR | 0.5 |
|
Consultiva Wealth Management Corp
✚
|
PR | 0.5 |
|
Trinity Portfolio Advisors LLC
✚
|
TX | 0.5 |
|
Fiduciary Wealth Management LLC
✚
|
VA | 0.5 |
|
BCU Wealth Advisors LLC
✚
|
IL | 0.4 |
|
Riggs Asset Management Co Inc
✚
|
PA | 0.4 |
|
Harpswell Capital Advisors LLC
✚
|
ME | 0.4 |
|
Milestone Asset Management LLC
✚
|
PA | 0.4 |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 0.4 |