# Marion Wealth Management

> Marion Wealth Management is an SEC-registered investment advisory firm in Monroeville, PA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 315730
- Filed as: MARION WEALTH MANAGEMENT
- Legal name: Marion Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Monroeville, PA
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315730
- AdvisorCensus page: https://advisorcensus.com/firm/marion-wealth-management-monroeville-pa-315730

## Quick answers

**How is Marion Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Marion Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marion Wealth Management located?**
Marion Wealth Management's principal office is in Monroeville, PA, according to its Form ADV.

**Is Marion Wealth Management registered with the SEC or a state?**
Marion Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315730.

**How much does Marion Wealth Management manage?**
Marion Wealth Management reports $543,432,308 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (94% discretionary).

**How have Marion Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Marion Wealth Management: Regulatory assets under management: $0 in the October 2021 data and $543,432,308 in the October 2026 data. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marion Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (292); high net worth individuals (164).

**Which custodians does Marion Wealth Management use?**
Marion Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Marion Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315730

**What changed in Marion Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $482,512,401 to $543,432,308 (+13%). Registered or notice-filed in AZ, CO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $543,432,308
- Discretionary: $511,296,094
- Non-discretionary: $32,136,214

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 292 | $103,565,969 |
| High net worth individuals | 164 | $439,812,551 |
| Charitable organizations | Fewer than 5 | $53,788 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA, MD, NC, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [marionwmg.com](https://marionwmg.com)
- Facebook @Marion-Wealth-Management-Group-108313987192855
- LinkedIn @40868560
- X @MarionWmg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | September 23, 2021 |
| October 2022 | $232,217,363 | 3 | June 30, 2022 |
| October 2023 | $333,105,354 | 6 | September 13, 2023 |
| October 2024 | $414,020,018 | 6 | February 15, 2024 |
| October 2025 | $482,512,401 | 6 | April 25, 2025 |
| October 2026 | $543,432,308 | 6 | May 26, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $543,432,308 in the October 2026 data.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $482,512,401 to $543,432,308 (+13%).
- Registered or notice-filed in AZ, CO.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marion Wealth Management (CRD 315730): Form ADV filing data as of October 2026.