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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

MARRELLA PRIVATE WEALTH, LLC

CRD 327397

WYOMISSING, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8da9ecbb-e3ed-47b3-0a4f-9689f5fa8fd9

Data as of Mar 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 0
Observed: Jul 10, 2023 to Mar 18, 2024
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $453MItem 5.F on the latest filing (2024-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $414M
Private client RAUM: $440MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,090
Individual clients: 401
High net worth clients: 142
SEC number: 801-128536
CRD: 327397
Filings on the tape: 3
First filed: Jul 10, 2023
Latest filed: Mar 18, 2024
Organised: Limited Liability Company, Pennsylvania

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARRELLA, PAUL, LEONARD	MEMBER AND PRESIDENT	D	yes	07/2023	Jul 10, 2023	Mar 18, 2024
MARRELLA, SAMUEL, ALLEN	MEMBER AND VICE PRESIDENT	D	yes	07/2023	Jul 10, 2023	Mar 18, 2024
MARRELLA, SAMUEL, ALLEN	Secretary	Na	no	07/2023	Jul 10, 2023	Mar 18, 2024
WEAVER, DANEEN, MARIE	TREASURER/CHIEF COMPLIANCE OFFICER	Na	no	07/2023	Jul 10, 2023	Mar 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 18, 2024	$453M	$414M	7	4	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$453M	n/a	n/a	n/a	n/a	7	n/a	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
APELLA WEALTH	5	Mar 28, 2025	Mar 28, 2025	WYOMISSING, PA	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	4	Oct 3, 2023	Oct 5, 2023	WYOMISSING, PA	Team lift out	Ibd to new firm	0.1%

Relationships

Controls (2)

← MARRELLA, SAMUEL, ALLENOwnerMEMBER AND VICE PRESIDENT, ownership code D, individual
Jul 10, 2023 to presentfactForm ADV
← MARRELLA, PAUL, LEONARDOwnerMEMBER AND PRESIDENT, ownership code D, individual
Jul 10, 2023 to presentfactForm ADV

Owns (2)

← WEAVER, DANEEN, MARIEOwnerTREASURER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 10, 2023 to presentfactForm ADV
← MARRELLA, SAMUEL, ALLENOwnerSECRETARY, ownership code NA, individual
Jul 10, 2023 to presentfactForm ADV

Moved with (2)

→ APELLA WEALTHRegistered adviser5 advisors, firm absorbed, same day
Mar 28, 2025 to Mar 28, 2025factForm ADV
← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser4 advisors, team lift out, same day
Oct 3, 2023 to Oct 5, 2023factForm ADV

Registered with (5)

← SAMUEL ALLEN MARRELLAAdvisorregistration: previous registration
Oct 5, 2023 to Mar 28, 2025factForm ADV
← DANEEN MARIE WEAVERAdvisorregistration: previous registration
Oct 2, 2023 to Mar 28, 2025factForm ADV
← PAUL LEONARD MARRELLAAdvisorregistration: previous registration
Oct 2, 2023 to Mar 28, 2025factForm ADV
← SAMUEL ALLEN MARRELLAAdvisorregistration: previous registration
Oct 2, 2023 to Mar 28, 2025factForm ADV
← MATTHEW MARRELLAAdvisorregistration: previous registration
Feb 3, 2025 to Mar 28, 2025factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Marrella Private Wealth, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $452.7M)
Form ADVobserved 4 days ago
$453M
Occurred
Mar 28, 2025
Firm absorbed
Marrella Private Wealth, LLC's advisors moved to Apella Wealth (Wyomissing, PA): 5 of 5 registered, on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Mar 28, 2025
Advisor changed firm
Samuel Allen Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Matthew Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Samuel Allen Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Daneen Marie Weaver left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Paul Leonard Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Oct 3, 2023
Team lift-out
4 advisors left Raymond James Financial Services Advisors, Inc (Wyomissing, PA) for Marrella Private Wealth, LLC on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Jul 10, 2023
First Form ADV filing
Marrella Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8da9ecbb-e3ed-47b3-0a4f-9689f5fa8fd9
First observed: Jul 10, 2023
Last observed: Mar 18, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARRELLA PRIVATE WEALTH, LLC

CRD 327397

WYOMISSING, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8da9ecbb-e3ed-47b3-0a4f-9689f5fa8fd9

Data as of Mar 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARRELLA, PAUL, LEONARD

MEMBER AND PRESIDENT

yes

07/2023

Jul 10, 2023

Mar 18, 2024

MARRELLA, SAMUEL, ALLEN

MEMBER AND VICE PRESIDENT

yes

07/2023

Jul 10, 2023

Mar 18, 2024

MARRELLA, SAMUEL, ALLEN

Secretary

07/2023

Jul 10, 2023

Mar 18, 2024

WEAVER, DANEEN, MARIE

TREASURER/CHIEF COMPLIANCE OFFICER

07/2023

Jul 10, 2023

Mar 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 18, 2024

$453M

$414M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$453M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

APELLA WEALTH

Mar 28, 2025

WYOMISSING, PA

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 3, 2023

Oct 5, 2023

WYOMISSING, PA

Team lift out

Ibd to new firm

0.1%