| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Donald Lott Control | Managing Member | 25-50% | 2021 |
| Michael Stanley Marion Control | Managing Member/Chief Compliance Officer | 50-75% | 2021 |
Marion Wealth Management, LLC reports $482.5 million in regulatory assets under management on its Form ADV.
Marion Wealth Management, LLC reports 6 employees.
Marion Wealth Management, LLC is based in Monroeville, PA and has been SEC-registered since 2021.
Marion Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2790 Mosside Blvd, Suite 640, Monroeville, PA 15146 |
| Phone | 412-372-3849 |
| Fax | 412-372-4708 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1911097 |
| Discloses disciplinary history | No |
| Discretionary | $454.5M |
| Non-discretionary | $28M |
| Total (RAUM) | $482.5M |