M
$543.4M Total AUM
$511.3M Disc. AUM
-- 3Y CAGR
6 Employees
456 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-07-2021
- Office Locations
- 1
Office Locations
2790 Mosside Blvd Suite 640 Monroeville PA
About Marion Wealth Management
Marion Wealth Management is a Monroeville-based RIA. The firm has been operating for 4 years. Managing $543.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$181.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MICHAEL STANLEY MARION
Managing Member, Managing Partner
- CRD
- #2076025
- Ownership
- 50% but less than 75%
Available
Available
Available
JEFFREY DONALD LOTT
Financial Advisor, Managing Member
- CRD
- #3018148
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
Erin Lindsay Britton
--
- CRD
- #5735564
Available
Available
Available
G
Gabriella Lo Tito
--
- CRD
- #8223911
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $511,296,094 | $349,008 |
| Non-Discretionary | $32,136,214 | $4,590,888 |
| Total | $543,432,308 | $369,180 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing