PPrivate Fund Data Log in Join · $37/mo

Marrella Private Wealth, LLC

CRD 327397SEC# 801-128536Wyomissing, PA
Export (members)
No longer SEC-registered. Marrella Private Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$513.6M
Employees
7
Accounts
2,300
Location
Wyomissing, PA

Marrella Private Wealth, LLC assets under management

Marrella Private Wealth, LLC is an investment advisory firm registered with the SEC based in Wyomissing, PA. It reports $513.6 million in regulatory assets under management and employs 7 people.

Marrella Private Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Daneen Marie WeaverTreasurer/Chief Compliance OfficerUnder 5%2023
Paul Leonard Marrella ControlMember And President50-75%2023
Samuel Allen Marrella ControlMember And Vice President50-75%2023
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Marrella Private Wealth, LLC manage?

Marrella Private Wealth, LLC reports $513.6 million in regulatory assets under management on its Form ADV.

How many employees does Marrella Private Wealth, LLC have?

Marrella Private Wealth, LLC reports 7 employees.

Where is Marrella Private Wealth, LLC located?

Marrella Private Wealth, LLC is based in Wyomissing, PA.

Does Marrella Private Wealth, LLC disclose fund performance?

Marrella Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1250 Broadcasting Rd, #102, Wyomissing, PA 19610
Office hours5-Aug
Discloses disciplinary historyNo

Assets under management

Discretionary$480M
Non-discretionary$33.6M
Total (RAUM)$513.6M