Active
MARION WEALTH MANAGEMENT
Investment Advice|MONROEVILLE, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$482.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 454.5M |
| Non-Discretionary | 28.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 315730 |
| SEC Number | 801-122279 |
| Street Address | 2790 MOSSIDE BLVD |
| Street Address 2 | SUITE 640 |
| Location | MONROEVILLE, PA 15146 |
| Country | United States |
| Phone | 412-372-3849 |
| Fax | 412-372-4708 |
| Total Employees | 6 |
Client Count by Type (448 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 298 |
| High Net Worth Individual… | 150 |
Community Partners
BELL ACRES BOROUGH OF
BOROUGH OF AMBRIDGE
BOROUGH OF ASPINWALL
BOROUGH OF BALDWIN
BOROUGH OF BELL ACRES
BOROUGH OF BELLEVUE
BOROUGH OF BEN AVON
BOROUGH OF BEN AVON HEIGHTS
BOROUGH OF BRACKENRIDGE
BOROUGH OF BRADDOCK
BOROUGH OF BRADDOCK HILLS
BOROUGH OF BRADFORD WOODS
BOROUGH OF BRENTWOOD
BOROUGH OF BRIDGEVILLE
BOROUGH OF CARNEGIE
BOROUGH OF CASTLE SHANNON
BOROUGH OF CHALFANT
BOROUGH OF CHESWICK
BOROUGH OF CHURCHILL
BOROUGH OF CORAOPOLIS
BELL ACRES BOROUGH OF
BOROUGH OF AMBRIDGE
BOROUGH OF ASPINWALL
BOROUGH OF BALDWIN
BOROUGH OF BELL ACRES
BOROUGH OF BELLEVUE
BOROUGH OF BEN AVON
BOROUGH OF BEN AVON HEIGHTS
BOROUGH OF BRACKENRIDGE
BOROUGH OF BRADDOCK
BOROUGH OF BRADDOCK HILLS
BOROUGH OF BRADFORD WOODS
BOROUGH OF BRENTWOOD
BOROUGH OF BRIDGEVILLE
BOROUGH OF CARNEGIE
BOROUGH OF CASTLE SHANNON
BOROUGH OF CHALFANT
BOROUGH OF CHESWICK
BOROUGH OF CHURCHILL
BOROUGH OF CORAOPOLIS
BELL ACRES BOROUGH OF
BOROUGH OF AMBRIDGE
BOROUGH OF ASPINWALL
BOROUGH OF BALDWIN
BOROUGH OF BELL ACRES
BOROUGH OF BELLEVUE
BOROUGH OF BEN AVON
BOROUGH OF BEN AVON HEIGHTS
BOROUGH OF BRACKENRIDGE
BOROUGH OF BRADDOCK
BOROUGH OF BRADDOCK HILLS
BOROUGH OF BRADFORD WOODS
BOROUGH OF BRENTWOOD
BOROUGH OF BRIDGEVILLE
BOROUGH OF CARNEGIE
BOROUGH OF CASTLE SHANNON
BOROUGH OF CHALFANT
BOROUGH OF CHESWICK
BOROUGH OF CHURCHILL
BOROUGH OF CORAOPOLIS
Municipal Government
141 Active
141
Organizations
ALEPPO TOWNSHIP AUTHORITY
ALLEGHENY COUNTY HOUSING
ALLEGHENY COUNTY HOUSING AUTHORITY
ALLEGHENY COUNTY PORT AUTHORITY
ALLEGHENY VALLEY JOINT SEWAGE AUTHORITY
ALLEGHENY VALLEY NORTH COUNCIL OF GOVERNMENTS
AUTHORITY FOR IMPROVEMENT IN MUNICIPALITIES
AVONWORTH MUNICIPAL (RECREATION) AUTHORITY
BELL ACRES BOROUGH MUNICIPAL (SEWER) AUTHORITY
BERKELEY HILLS FIRE CO
BETHEL PARK BOROUGH MUNICIPAL AUTHORITY
BLAWNOX-GLENOVER VOLUNTEER FIRE CO
BOROUGH OF BALDWIN STORMWATER AUTHORITY
BOROUGH OF DORMONT STORMWATER AUTHORITY
BRADDOCK BOROUGH WATER AUTHORITY
BRIDGEVILLE BOROUGH PARKING AUTHORITY
CHARTIERS VALLEY DISTRICT FLOOD CONTROL AUTHORITY
CHARTIERS VALLEY INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
CHAR-WEST COUNCIL OF GOVERNMENTS
CLAIRTON MUNICIPAL AUTHORITY
ALEPPO TOWNSHIP AUTHORITY
ALLEGHENY COUNTY HOUSING
ALLEGHENY COUNTY HOUSING AUTHORITY
ALLEGHENY COUNTY PORT AUTHORITY
ALLEGHENY VALLEY JOINT SEWAGE AUTHORITY
ALLEGHENY VALLEY NORTH COUNCIL OF GOVERNMENTS
AUTHORITY FOR IMPROVEMENT IN MUNICIPALITIES
AVONWORTH MUNICIPAL (RECREATION) AUTHORITY
BELL ACRES BOROUGH MUNICIPAL (SEWER) AUTHORITY
BERKELEY HILLS FIRE CO
BETHEL PARK BOROUGH MUNICIPAL AUTHORITY
BLAWNOX-GLENOVER VOLUNTEER FIRE CO
BOROUGH OF BALDWIN STORMWATER AUTHORITY
BOROUGH OF DORMONT STORMWATER AUTHORITY
BRADDOCK BOROUGH WATER AUTHORITY
BRIDGEVILLE BOROUGH PARKING AUTHORITY
CHARTIERS VALLEY DISTRICT FLOOD CONTROL AUTHORITY
CHARTIERS VALLEY INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
CHAR-WEST COUNCIL OF GOVERNMENTS
CLAIRTON MUNICIPAL AUTHORITY
ALEPPO TOWNSHIP AUTHORITY
ALLEGHENY COUNTY HOUSING
ALLEGHENY COUNTY HOUSING AUTHORITY
ALLEGHENY COUNTY PORT AUTHORITY
ALLEGHENY VALLEY JOINT SEWAGE AUTHORITY
ALLEGHENY VALLEY NORTH COUNCIL OF GOVERNMENTS
AUTHORITY FOR IMPROVEMENT IN MUNICIPALITIES
AVONWORTH MUNICIPAL (RECREATION) AUTHORITY
BELL ACRES BOROUGH MUNICIPAL (SEWER) AUTHORITY
BERKELEY HILLS FIRE CO
BETHEL PARK BOROUGH MUNICIPAL AUTHORITY
BLAWNOX-GLENOVER VOLUNTEER FIRE CO
BOROUGH OF BALDWIN STORMWATER AUTHORITY
BOROUGH OF DORMONT STORMWATER AUTHORITY
BRADDOCK BOROUGH WATER AUTHORITY
BRIDGEVILLE BOROUGH PARKING AUTHORITY
CHARTIERS VALLEY DISTRICT FLOOD CONTROL AUTHORITY
CHARTIERS VALLEY INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
CHAR-WEST COUNCIL OF GOVERNMENTS
CLAIRTON MUNICIPAL AUTHORITY
Special District
102 Active
102
Organizations
ALLEGHENY VALLEY SCH DIST
AVONWORTH UNION SCH DIST
BALDWIN WHITEHALL SCH DIST
BETHEL PARK SCH DIST
BRENTWOOD BORO SCH DIST
CARLYNTON SCHOOL DIST
CHARTIERS VALLEY SCH DIST
CLAIRTON CITY SCH DIST
COMMUNITY COLLEGE OF ALLEGHENY COUNTY
CORNELL SCH DIST
DEER LAKES SCH DIST
DUQUESNE CITY SCH DIST
EAST ALLEGHENY SCH DIST
ELIZABETH FORWARD SCH DIST
FORBES ROAD EAST AREA VOCATIONAL-TECHNIC
FOX CHAPEL AREA SCH DIST
GATEWAY SCH DIST
HAMPTON TWP SCH DIST
HIGHLANDS SCHOOL DIST
KEYSTONE OAKS SCH DIST
ALLEGHENY VALLEY SCH DIST
AVONWORTH UNION SCH DIST
BALDWIN WHITEHALL SCH DIST
BETHEL PARK SCH DIST
BRENTWOOD BORO SCH DIST
CARLYNTON SCHOOL DIST
CHARTIERS VALLEY SCH DIST
CLAIRTON CITY SCH DIST
COMMUNITY COLLEGE OF ALLEGHENY COUNTY
CORNELL SCH DIST
DEER LAKES SCH DIST
DUQUESNE CITY SCH DIST
EAST ALLEGHENY SCH DIST
ELIZABETH FORWARD SCH DIST
FORBES ROAD EAST AREA VOCATIONAL-TECHNIC
FOX CHAPEL AREA SCH DIST
GATEWAY SCH DIST
HAMPTON TWP SCH DIST
HIGHLANDS SCHOOL DIST
KEYSTONE OAKS SCH DIST
ALLEGHENY VALLEY SCH DIST
AVONWORTH UNION SCH DIST
BALDWIN WHITEHALL SCH DIST
BETHEL PARK SCH DIST
BRENTWOOD BORO SCH DIST
CARLYNTON SCHOOL DIST
CHARTIERS VALLEY SCH DIST
CLAIRTON CITY SCH DIST
COMMUNITY COLLEGE OF ALLEGHENY COUNTY
CORNELL SCH DIST
DEER LAKES SCH DIST
DUQUESNE CITY SCH DIST
EAST ALLEGHENY SCH DIST
ELIZABETH FORWARD SCH DIST
FORBES ROAD EAST AREA VOCATIONAL-TECHNIC
FOX CHAPEL AREA SCH DIST
GATEWAY SCH DIST
HAMPTON TWP SCH DIST
HIGHLANDS SCHOOL DIST
KEYSTONE OAKS SCH DIST
School District
47 Active
47
Organizations
12 MONTHS OF APRIL
2028 MISSION GROUP INC
216310 ALLEGHENY VALLEY
2382616 LOWER VALLEY LL
261 ROSECREST, INC.
31ST WARD COMMUNITY ACTION GROUP
3372 LEETSDALE LADIES AUX
3810 THE GRANDE DAME
3 RIVERS WET WEATHER INC
412 FOSTER PROJECT
412 Foundation
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LEGS 4 HOUNDS
828BREWING
89TH CHEMICAL MORTAR BATTALION ASSOCIATION
9 11 FLIGHT 93 MEMORIAL RIDE
AACE INTERNATIONAL
AAC INSTITUTE CLINIC
AAC INSTITUTE FKA INTERNATIONAL
ABBA FATHER MINISTRIES
12 MONTHS OF APRIL
2028 MISSION GROUP INC
216310 ALLEGHENY VALLEY
2382616 LOWER VALLEY LL
261 ROSECREST, INC.
31ST WARD COMMUNITY ACTION GROUP
3372 LEETSDALE LADIES AUX
3810 THE GRANDE DAME
3 RIVERS WET WEATHER INC
412 FOSTER PROJECT
412 Foundation
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LEGS 4 HOUNDS
828BREWING
89TH CHEMICAL MORTAR BATTALION ASSOCIATION
9 11 FLIGHT 93 MEMORIAL RIDE
AACE INTERNATIONAL
AAC INSTITUTE CLINIC
AAC INSTITUTE FKA INTERNATIONAL
ABBA FATHER MINISTRIES
12 MONTHS OF APRIL
2028 MISSION GROUP INC
216310 ALLEGHENY VALLEY
2382616 LOWER VALLEY LL
261 ROSECREST, INC.
31ST WARD COMMUNITY ACTION GROUP
3372 LEETSDALE LADIES AUX
3810 THE GRANDE DAME
3 RIVERS WET WEATHER INC
412 FOSTER PROJECT
412 Foundation
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 LEGS 4 HOUNDS
828BREWING
89TH CHEMICAL MORTAR BATTALION ASSOCIATION
9 11 FLIGHT 93 MEMORIAL RIDE
AACE INTERNATIONAL
AAC INSTITUTE CLINIC
AAC INSTITUTE FKA INTERNATIONAL
ABBA FATHER MINISTRIES
Nonprofit Organization
3285 Active
3285
Organizations
Community Partners197 organizations
BELL ACRES BOROUGH OF
Municipal Government·SEWICKLEY
BOROUGH OF BELL ACRES
Municipal Government·AMBRIDGE
BOROUGH OF BRACKENRIDGE
Municipal Government·BRACKENRIDGE
BOROUGH OF BRADDOCK
Municipal Government·BRADDOCK
BOROUGH OF BRADDOCK HILLS
Municipal Government·PITTSBURGH
BOROUGH OF CARNEGIE
Municipal Government·CARNEGIE
BOROUGH OF CHALFANT
Municipal Government·EAST PITTSBURGH
BOROUGH OF CHESWICK
Municipal Government·CHESWICK
BOROUGH OF CORAOPOLIS
Municipal Government·CORAOPOLIS
BOROUGH OF DRAVOSBURG
Municipal Government·DRAVOSBURG
BOROUGH OF EAST MCKEESPORT
Municipal Government·EAST MC KEESPORT
BOROUGH OF GLENFIELD
Municipal Government·SEWICKLEY
BOROUGH OF HAYSVILLE
Municipal Government·SEWICKLEY
BOROUGH OF HOMESTEAD
Municipal Government·HOMESTEAD
BOROUGH OF JEFFERSON HILLS ADMINISTRATION OFFICE
Municipal Government·CLAIRTON
BOROUGH OF LEETSDALE
Municipal Government·AMBRIDGE
BOROUGH OF LIBERTY
Municipal Government·MCKEESPORT
BOROUGH OF MCKEES ROCKS
Municipal Government·MC KEES ROCKS
BOROUGH OF MILLVALE
Municipal Government·MILLVALE
BOROUGH OF NORTH BRADDOCK
Municipal Government·BRADDOCK
BOROUGH OF OAKDALE
Municipal Government·OAKDALE
ALEPPO TOWNSHIP AUTHORITY
Special District·SEWICKLEY
ALLEGHENY COUNTY HOUSING
Special District·MC KEES ROCKS
ALLEGHENY VALLEY JOINT SEWAGE AUTHORITY
Special District·CHESWICK
ALLEGHENY VALLEY NORTH COUNCIL OF GOVERNMENTS
Special District·TARENTUM
AVONWORTH MUNICIPAL (RECREATION) AUTHORITY
Special District·PITTSBURGH
BELL ACRES BOROUGH MUNICIPAL (SEWER) AUTHORITY
Special District·SEWICKLEY
BERKELEY HILLS FIRE CO
Special District·PITTSBURGH
BETHEL PARK BOROUGH MUNICIPAL AUTHORITY
Special District·BETHEL PARK
BLAWNOX-GLENOVER VOLUNTEER FIRE CO
Special District·PITTSBURGH
BOROUGH OF BALDWIN STORMWATER AUTHORITY
Special District·PITTSBURGH
BOROUGH OF DORMONT STORMWATER AUTHORITY
Special District·PITTSBURGH
BRADDOCK BOROUGH WATER AUTHORITY
Special District·PITTSBURGH
CHARTIERS VALLEY DISTRICT FLOOD CONTROL AUTHORITY
Special District·UPPER ST CLAIR
CHARTIERS VALLEY INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
Special District·CARNEGIE
CHAR-WEST COUNCIL OF GOVERNMENTS
Special District·CARNEGIE
CLAIRTON MUNICIPAL AUTHORITY
Special District·CLAIRTON
DORMONT BOROUGH STORMWATER AUTHORITY
Special District·DORMONT
DRAVOSBURG VOLUNTEER FIRE CO
Special District·DRAVOSBURG
EAST LIBERTY TRID REVITALIZATION AUTHORITY (ELTRID)
Special District·PITTSBURGH
ELFINWILD VOLUNTEER FIRE CO
Special District·GLENSHAW
ELIZABETH BOROUGH MUNICIPAL (SEWER) AUTHORITY
Special District·ELIZABETH
EMSWORTH BOROUGH
Special District·PITTSBURGH
FAWN- FRAZER JOINTWATER A
Special District·NATRONA HEIGHTS
FAWN-FRAZER JOINT WATER AUTHORITY
Special District·NATRONA HEIGHTS
FAWN TOWNSHIP SEWER AUTHORITY
Special District·NATRONA HEIGHTS
FOX CHAPEL SANITARY AUTHORITY
Special District·PITTSBURGH
FOX CHAPEL (WATER) AUTHORITY
Special District·PITTSBURGH
GIRTYS RUN JOINT SEWER AUTHORITY
Special District·PITTSBURGH
HAMPTON SHALER WATER AUTHORITY
Special District·ALLISON PARK
HARRISON TOWNSHIP WATER AUTHORITY
Special District·NATRONA HEIGHTS
HILLTOP HOSE VOLUNTEER FIRE DEPT 3
Special District·NATRONA HEIGHTS
KIRWIN HEIGHTS VOLUNTEER FIRE ASSOCIATION
Special District·BRIDGEVILLE
LEETSDALE BOROUGH MUNICIPAL (SEWER) AUTHORITY
Special District·LEETSDALE
LEET TOWNSHIP MUNICIPAL AUTHORITY
Special District·AMBRIDGE
MCCANDLESS FRANKLIN PARK AMBULANCE AUTHORITY
Special District·WEXFORD
MCKEESPORT AMBULANCE RESCUE SERVICES
Special District·MCKEESPORT
MCKEESPORT HOUSING ENVIRONMENTAL SERVICES
Special District·MCKEESPORT
FORBES ROAD EAST AREA VOCATIONAL-TECHNIC
School District·MONROEVILLE
MONTOUR SCHOOL DISTRICT
School District·MC KEES ROCKS
NORTHERN WESTMORELAND CAREER AND TECHNOLOGY CENTER
School District·NEW KENSINGTON
PARKWAY WEST CAREER & TECH CENTER
School District·OAKDALE
12 MONTHS OF APRIL
Nonprofit Organization·Glenshaw
2028 MISSION GROUP INC
Nonprofit Organization·MONROEVILLE
216310 ALLEGHENY VALLEY
Nonprofit Organization·New Kensington
2382616 LOWER VALLEY LL
Nonprofit Organization·CHESWICK
261 ROSECREST, INC.
Nonprofit Organization·MONROEVILLE
31ST WARD COMMUNITY ACTION GROUP
Nonprofit Organization·HOMESTEAD
3372 LEETSDALE LADIES AUX
Nonprofit Organization·LEETSDALE
3810 THE GRANDE DAME
Nonprofit Organization·Bellevue
3 RIVERS WET WEATHER INC
Nonprofit Organization·GLENSHAW
412 FOSTER PROJECT
Nonprofit Organization·Allison Park
412 Foundation
Nonprofit Organization·Mc Kees Rocks
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Clinton
4 LEGS 4 HOUNDS
Nonprofit Organization·CORAOPOLIS
828BREWING
Nonprofit Organization·Bellevue
89TH CHEMICAL MORTAR BATTALION ASSOCIATION
Nonprofit Organization·Coraopolis
9 11 FLIGHT 93 MEMORIAL RIDE
Nonprofit Organization·Allison Park
AACE INTERNATIONAL
Nonprofit Organization·Allison Park
AAC INSTITUTE CLINIC
Nonprofit Organization·CARNEGIE
AAC INSTITUTE FKA INTERNATIONAL
Nonprofit Organization·CARNEGIE
ABBA FATHER MINISTRIES
Nonprofit Organization·WEST MIFFLIN
ABBEYS TOY DRIVE
Nonprofit Organization·Bethel Park
ABILITY FOUNDRY
Nonprofit Organization·CORAOPOLIS
ABUNDANT GRACE CHURCH WEST HILLS INC
Nonprofit Organization·CORAOPOLIS
ACTVIA A W BEATTIE
Nonprofit Organization·Allison Park
ADATH JESHURUN CEMETERY
Nonprofit Organization·MONROEVILLE
ADAT SHALOM B'NAI ISRAEL BETH JACOB
Nonprofit Organization·CHESWICK
A DAY IN MY SHOES PITTSBURGH
Nonprofit Organization·Sewickley
ADVANCING ACADEMICS
Nonprofit Organization·TURTLE CREEK
ADVANCING INVESTMENTS IN MALAWI
Nonprofit Organization·Bethel Park
ADVENTUREMEN
Nonprofit Organization·BETHEL PARK
ADVENTURES IN TRAINING WITH A
Nonprofit Organization·WEXFORD
ADVOCATES FOR DIGNITY INC
Nonprofit Organization·East Pittsburgh
AFFORDABLE HOUSING HOLDINGS, INC
Nonprofit Organization·MC KEES ROCKS
Agapao
Nonprofit Organization·Wexford
AGC EDUCATION INC
Nonprofit Organization·BRIDGEVILLE
A GLIMMER OF HOPE INC
Nonprofit Organization·Wexford
AGLOW INTERNATIONAL
Nonprofit Organization·Bethel Park
AGLOW INTERNATIONAL
Nonprofit Organization·WHITE OAK
AGLOW INTERNATIONAL
Nonprofit Organization·SEWICKLEY
AHEPA 156 PHILANTHROPIC SOCIETY INC
Nonprofit Organization·McKees Rocks
AHH-EAST PITTSBURGH MALL, LLC
Nonprofit Organization·MC KEES ROCKS
AHH- RUTH HOUSE LLC
Nonprofit Organization·MC KEES ROCKS
AHH-ST. COLMAN, LLC
Nonprofit Organization·MC KEES ROCKS
AHI 2104 ARDMORE INC
Nonprofit Organization·EAST PITTSBURGH
AHI-MILLIGAN MANOR INC
Nonprofit Organization·EAST PITTSBURGH
AHISKA STUDENT ASSOCIATION OF PITTSBURGH
Nonprofit Organization·Oakdale
AHI - WEST DEER INC
Nonprofit Organization·EAST PITTSBURGH
AIDEN S HELPING HANDS INC
Nonprofit Organization·Gibsonia
AIM Artificial Intelligence and Machine Learning
Nonprofit Organization·Sewickley
AIR FORCE ASSOCIATION
Nonprofit Organization·MUNHALL