1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARRELLA PRIVATE WEALTH, LLC

Map pinWYOMISSING, PA
Phone610-655-9700
NotebookSEC #801-128536
Total AUM
$513.6M
Employees
7
Clients
564

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1250 BROADCASTING RD
#102
WYOMISSING
PA 19610
United States
Operating Hours
5-Aug
M-THU 8-5, FRI 8-4
Phone
610-655-9700

ReceiptFinancials

Total AUM
$513.6M
Accounts
2,300
Discretionary
$480M
Accounts
2,047
Non-Discretionary
$33.6M
Accounts
253

ContactClients

View more in analytics →

Individual Clients
399
AUM
$183.1M
HNW Individual Clients
158
AUM
$319.6M
Pension/Profit Sharing Plan Clients
5
AUM
$10.7M
Charitable Organization Clients
2
AUM
$196.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNJPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account