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MARION WEALTH MANAGEMENT

MONROEVILLE, PA · CRD 315730 · IAPD ↗ · 412-372-3849

$543.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MARION WEALTH MANAGEMENT notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — MARION WEALTH MANAGEMENT crossed $500M in regulatory AUM ($482.5M -> $543.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.