Marrella Private Wealth, LLC

Marrella Private Wealth, LLC (CRD# 327397) is a financial advisory firm headquartered in Wyomissing, PA. They manage $452,710,800 in 2,090 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1250 Broadcasting Rd, #102, Wyomissing, PA 19610
https://www.facebook.com/marrellaprivatewealth
By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    2,090
    ACCOUNTS
  • Average Account Value
    $216,608
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, NJ, PA, SC, TX

Financial Advisors at Marrella Private Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul Marrella, financial advisor Wyomissing PA
Paul L. Marrella
CRD#: 1925779
1250 Broadcasting Rd, #102, Wyomissing, PA 19610

Paul Marrella (CRD# 1925779) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 28 years of experience in the finance industry.

2
Samuel Marrella, financial advisor Wyomissing PA
Samuel A. Marrella
CRD#: 1397028
1250 Broadcasting Rd, #102, Wyomissing, PA 19610

Samuel Marrella (CRD# 1397028) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 38 years of experience in the finance industry.

3
Daneen Weaver, financial advisor Wyomissing PA
Daneen M. Weaver
CRD#: 1711402
1250 Broadcasting Rd, #102, Wyomissing, PA 19610

Daneen Weaver (CRD# 1711402) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 21 years of experience in the finance industry.

4
Samuel Marrella, financial advisor Wyomissing PA
Samuel A. Marrella
CRD#: 6095575
1250 Broadcasting Rd, #102, Wyomissing, PA 19610

Samuel Marrella (CRD# 6095575) is an Investment Advisor Representative working at Marrella Private Wealth, LLC in Wyomissing, PA and has over 10 years 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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