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MARRELLA PRIVATE WEALTH, LLC

WYOMISSING, PA · CRD 327397 · IAPD ↗ · 610-655-9700

$452.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — MARRELLA PRIVATE WEALTH, LLC (WYOMISSING, PA) left the SEC roster (was $452.7M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2024 — MARRELLA PRIVATE WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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