# Marrone Wealth Management

> Marrone Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 317011
- Filed as: MARRONE WEALTH MANAGEMENT
- Legal name: Marrone Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317011
- AdvisorCensus page: https://advisorcensus.com/firm/marrone-wealth-management-317011

## Quick answers

**How is Marrone Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Marrone 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.

**Is Marrone Wealth Management registered with the SEC or a state?**
Marrone Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 317011.

**How much does Marrone Wealth Management manage?**
Marrone Wealth Management reports $3,588,631 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Marrone Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (1).

**Does Marrone 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317011

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,588,631
- Discretionary: $3,588,631
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $2,495,473 |
| High net worth individuals | 1 | $1,093,158 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marronewealthmanagement.com
- Facebook @ChrisMarroneMWM
- Instagram @marronewealthmanagement
- LinkedIn @chrismarronemwm
- X @ChrisMarroneMWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marrone Wealth Management (CRD 317011): Form ADV filing data as of October 2026.