This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-2021
- Office Locations
- 1
Office Locations
About Marrone Wealth Management
Marrone Wealth Management is a Yonkers, NY-based RIA led by CFP® Christopher Marrone, focused on psychologists and other mental health professionals—especially those transitioning into or running private practices. The firm delivers holistic financial planning that coordinates personal and practice finances, with quarterback-style collaboration across CPAs, attorneys, and lenders, and custody through Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER CHARLES MARRONE
Financial Advisor | Equity Compensation Specialist
- CRD
- #6813964
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,588,631 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,588,631 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,588,631
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,783,345,862 | 20.0% |
| Other | $1,640,678,193 | 18.4% |
| Equity - Exchange | $2,157,848,493 | 24.2% |
| Cash | $3,334,856,761 | 37.4% |
| Total | $8,916,729,309 | 100.0% |