MARION WEALTH MANAGEMENT, LLC of MONROEVILLE, PA is an SEC-registered investment adviser (CRD 315730). Regulatory assets under management: $543.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Leila Mehrizi Shaver | CHIEF COMPLIANCE OFFICER | — |
| Michael Stanley Marion | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Donald Lott | MANAGING MEMBER | — |
| MARION MICHAEL STANLEY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LOTT JEFFREY DONALD | MANAGING MEMBER | — |