Overview
Assets Under Management: $514 million
Headquarters: WYOMISSING, PA
High-Net-Worth Clients: 158
Average Client Assets: $2 million
Frequently Asked Questions
MARRELLA PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327397), MARRELLA PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
MARRELLA PRIVATE WEALTH, LLC is headquartered in WYOMISSING, PA.
MARRELLA PRIVATE WEALTH, LLC serves 158 high-net-worth clients according to their SEC filing dated March 11, 2025. View client details ↓
According to their SEC Form ADV, MARRELLA PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
MARRELLA PRIVATE WEALTH, LLC manages $514 million in client assets according to their SEC filing dated March 11, 2025.
According to their SEC Form ADV, MARRELLA PRIVATE WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,300
Discretionary Accounts: 2,047
Non-Discretionary Accounts: 253
Regulatory Filings
CRD Number: 327397
Filing ID: 1951706
Last Filing Date: 2025-03-11 08:30:00
Website: https://marrella.com