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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT, LLC, CRD 315730

MONROEVILLE, 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:9dcc4674-e451-2aaf-448a-a00d18e3622a

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Aug 9, 2021 to May 26, 2026
18 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $543MItem 5.F on the latest filing (2026-05-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $511M
Private client RAUM: $543MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $109Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,472
Individual clients: 292
High net worth clients: 164
Custody, client assets: $144M
SEC number: 801-122279
CIK: 1911097
CRD: 315730
Filings on the tape: 18
First filed: Aug 9, 2021
Latest filed: May 26, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL STANLEY MARION	Certified Financial Planner	MONROEVILLE, PA	5	35	4	no
JEFFREY DONALD LOTT	n/a	MONROEVILLE, PA	5	28	4	no
ETHAN EDWARD MISOUR	Certified Financial Planner	MONROEVILLE, PA	4	13	1	no
Erin Lindsay Britton	n/a	MONROEVILLE, PA	2	12	1	no
Gabriella Lo Tito	n/a	MONROEVILLE, PA	0	10	n/a	no

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
LOTT, JEFFREY, DONALD	MANAGING MEMBER	B	yes	07/2021	Aug 9, 2021	Nov 20, 2024
MARION, MICHAEL, STANLEY	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	07/2021	Aug 9, 2021	Nov 20, 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	Private funds	Fund GAV
2025	Mar 13, 2026	$543M	$511M	6	3	n/a	n/a
2024	Apr 25, 2025	$483M	$455M	6	3	n/a	n/a
2023	Feb 15, 2024	$414M	$387M	6	3	n/a	n/a
2022	Feb 24, 2023	$333M	$306M	6	3	n/a	n/a
2021	Mar 29, 2022	$232M	$232M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

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
2025	$543M	$483M	12.6%	$333M	17.7%	6	6	0	0

Relationships

Registered with (6)

← Gabriella Lo TitoAdvisorregistration: current employment
Mar 6, 2026 to presentfactForm ADV
← Erin Lindsay BrittonAdvisorregistration: current employment
Feb 15, 2024 to presentfactForm ADV
← ETHAN EDWARD MISOURAdvisorregistration: previous registration
Sep 7, 2021 to Sep 24, 2021factForm ADV
← MICHAEL STANLEY MARIONAdvisorregistration: current employment
Sep 7, 2021 to presentfactForm ADV
← JEFFREY DONALD LOTTAdvisorregistration: current employment
Sep 7, 2021 to presentfactForm ADV
← Jacob SewalkAdvisorregistration: previous registration
Apr 9, 2024 to Jan 16, 2025factForm ADV

Controls (2)

← MARION, MICHAEL, STANLEYOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 9, 2021 to Nov 20, 2024factForm ADV
← LOTT, JEFFREY, DONALDOwnerMANAGING MEMBER, ownership code B, individual
Aug 9, 2021 to Nov 20, 2024factForm ADV

Dated events

Occurred
Jan 16, 2025
Advisor changed firm
Jacob Sewalk left Marion Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-02-04)
Form ADVobserved 5 days ago
Occurred
Feb 24, 2023
Regulatory AUM changed
Marion Wealth Management reported RAUM $333.1M, up 43% from $232.2M (2022-06-30 to 2023-02-24)
Form ADVobserved 5 days ago
$101M
Occurred
Aug 9, 2021
First Form ADV filing
Marion Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9dcc4674-e451-2aaf-448a-a00d18e3622a
First observed: Aug 9, 2021
Last observed: May 26, 2026 3 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.

MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT, LLC, CRD 315730

MONROEVILLE, 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:9dcc4674-e451-2aaf-448a-a00d18e3622a

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL STANLEY MARION

Certified Financial Planner

MONROEVILLE, PA

JEFFREY DONALD LOTT

n/a

MONROEVILLE, PA

ETHAN EDWARD MISOUR

Certified Financial Planner

MONROEVILLE, PA

Erin Lindsay Britton

n/a

MONROEVILLE, PA

Gabriella Lo Tito

n/a

MONROEVILLE, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOTT, JEFFREY, DONALD

MANAGING MEMBER

yes

07/2021

Aug 9, 2021

Nov 20, 2024

MARION, MICHAEL, STANLEY

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2021

Aug 9, 2021

Nov 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$543M

$511M

n/a

2024

Apr 25, 2025

$483M

$455M

n/a

2023

Feb 15, 2024

$414M

$387M

n/a

2022

Feb 24, 2023

$333M

$306M

n/a

2021

Mar 29, 2022

$232M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$543M

$483M

12.6%

$333M

17.7%