# MARION WEALTH MANAGEMENT, LLC

MARION WEALTH MANAGEMENT, LLC of MONROEVILLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 315730
- Type: SEC-registered investment adviser
- SEC file number: 801-122279
- Location: 2790 MOSSIDE BLVD, SUITE 640, MONROEVILLE, PA, 15146
- Phone: 412-372-3849
- Latest filing: 2026-05-26
- Regulatory AUM: $543.4M
- Discretionary AUM: $511.3M
- Non-discretionary AUM: $32.1M
- Clients: 6
- Accounts: 1,472

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315730/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315730/similar
- Related entities: https://search.stillhousedata.com/firm/315730/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315730

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.