MARRELLA PRIVATE WEALTH, LLC
Adviser information for MARRELLA PRIVATE WEALTH, LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,786 | $414.0M |
| Non-Discretionary | 304 | $38.7M |
| Total | 2,090 | $452.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 401 | $174.0M |
| HNW Individuals | 142 | $266.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $12.0M |
| Charitable organizations | <5 | $340,083 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-128536 |
|---|---|
| SEC ERA File Number | 801-128536 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327397 |
| Legal Entity Identifier | None |
Principal Office
1250 BROADCASTING RD#102
WYOMISSING
PA
United States
M-THU 8-5, FRI 8-4, 8-5
Tel: 610-655-9700, Fax: None
Chief Compliance Officer
DANEEN WEAVER
TREASURER
1250 BROADCASTING RD
#102
WYOMISSING
PA
United States
Tel:
610-655-9700
D*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARRELLA, PAUL, LEONARD | Individual | – | MEMBER AND PRESIDENT | 07/2023 | 50-75% |
| WEAVER, DANEEN, MARIE | Individual | – | TREASURER/CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |
| MARRELLA, SAMUEL, ALLEN | Individual | – | MEMBER AND VICE PRESIDENT | 07/2023 | 50-75% |
| MARRELLA, SAMUEL, ALLEN | Individual | – | SECRETARY | 07/2023 | < 5% |