DBA: MARION WEALTH MANAGEMENT
| Total AUM | $543.4M |
| Discretionary | $511.3M94% of AUM |
| Non-Discretionary | $32.1M |
| Client Accounts | 1,472 |
| Avg Account Size | $369K |
| Employees | 6 |
| Peak AUM | $543.4MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $543M | +12.6% | +16.2% | — | |
| Discretionary AUM | $511M | ||||
| Total AUM | $543.4M |
| Discretionary | $511.3M |
| Employees | 6 |
| Client Accounts | 1472 |
| Client Range | 251-500 |
Address
2790 MOSSIDE BLVD
MONROEVILLE PA 15146
Phone
412-372-3849
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$511M
94.1% of AUM
Non-Discretionary
$32M
5.9% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
Total AUM
$543M
| +12.5% |
| +17.1% |
| — |
| Non-Disc. AUM | $32M | +14.8% | +4.9% | — |
| Total Accounts | 1k | +6.0% | +7.4% | — |
| Avg Account Size | $369,179.557 | +6.3% | +8.2% | — |
| Employees | 6 | 0.0% | 0.0% | +15.7% |
| AUM / Employee | $91M | +12.6% | +16.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $543M | +12.6% | +17.5% | — | |
| Institutional AUM | $53,788 | +12.8% | 81.0% | — | |
Client Count Segments | |||||
| HNW Clients | 292 | 2.0% | +9.7% | — | |
| Individuals | 164 | +9.3% | 4.3% | — | |