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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-07-2021
- Office Locations
- 1
Office Locations
About Marion Wealth Management
Marion Wealth Management is a Monroeville-based RIA. The firm has been operating for 5 years. Managing $543.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Between April 25, 2025 and May 26, 2026, reported AUM increased 12.6%, from $482.5M to $543.4M.
Across 5 reported observations, AUM increased 134.0% between June 30, 2022 and May 26, 2026, from $232.2M to $543.4M.
Of the latest reported AUM, 94.1% is discretionary and 5.9% is non-discretionary.
The firm reports 3 advisory representatives and 456 clients, or 152 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL STANLEY MARION
Managing Member, Managing Partner
- CRD
- #2076025
- Ownership
- 50% but less than 75%
JEFFREY DONALD LOTT
Financial Advisor, Managing Member
- CRD
- #3018148
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Erin Lindsay Britton
Senior Administrative and Operations Manager
- CRD
- #5735564
Gabriella Lo Tito
Associate
- CRD
- #8223911
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Marion Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Marion Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.