Marion Wealth Management

Marion Wealth Management (CRD# 315730) is a financial advisory firm headquartered in Monroeville, PA. They manage $414,020,018 in 1,265 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
2790 Mosside Blvd, Suite 640, Monroeville, PA 15146
https://www.facebook.com/marion-wealth-management-group-108313987192855/
By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    1,265
    ACCOUNTS
  • Average Account Value
    $327,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MD, NC, NH, NY, OH, PA, TX, VA

Financial Advisors at Marion Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Lott, financial advisor Monroeville PA
Jeffrey D. Lott
CRD#: 3018148
2790 Mosside Blvd, Suite 640, Monroeville, PA 15146

Jeffrey Lott (CRD# 3018148) is an Investment Advisor Representative working at Marion Wealth Management in Monroeville, PA and has over 26 years of experience in the finance industry.

2
Michael Marion, financial advisor Monroeville PA
Michael S. Marion
CRD#: 2076025
2790 Mosside Blvd, Suite 640, Monroeville, PA 15146

Michael Marion (CRD# 2076025) is an Investment Advisor Representative working at Marion Wealth Management in Monroeville, PA and has over 33 years of experience in the finance industry.

3
Jacob Sewalk, financial advisor Monroeville PA
Jacob J. Sewalk
CRD#: 7240705
2790 Mosside Blvd, Suite 640, Monroeville, PA 15146

Jacob Sewalk (CRD# 7240705) is an Investment Advisor Representative working at Marion Wealth Management in Monroeville, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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