DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Marrella Private Wealth, LLC

Former SEC-registered adviserWyomissing, PennsylvaniaCRD 327397SEC 801-128536websiteIAPD
Latest filing Mar 18, 2024
First filing on the tape Jul 10, 2023 · 3 filings
SEC status approved since Oct 20, 2023
RAUM
$453M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
97%
$440M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$453M as of Mar 18, 2024
Jul 10, 2023$0 then
HNW client RAUM$266M as of Mar 18, 2024
Oct 20, 2023$234M then
State-registered IARs (5.B.3)4 as of Mar 18, 2024
Jul 10, 20234 then
Employees (5.A)7 as of Mar 18, 2024
Jul 10, 20237 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 18, 2024; every figure names its basis
RAUM per advisor
$113MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
136derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$216,608derivedRAUM over accounts (5.F.2.f)
Discretionary
91%derivedof RAUM
Institutional
2.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$266M59%
  • Individuals$174M38%
  • Pension and profit-sharing plans$12.0M2.7%
  • Charitable organizations$340,0830.1%
Individual clients
401reported
HNW clients
142reported
Pension plan clients
7reported
Charitable clients
3reported
Accounts
2,090reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Leonard Paul Marrella · Member And Presidentcontrol
    since 07/2023 · owns 50% to 75%
  • Allen Samuel Marrella · Member And Vice Presidentcontrol
    since 07/2023 · owns 50% to 75%
  • Allen Samuel Marrella · Secretary
    since 07/2023 · owns less than 5%
  • Marie Daneen Weaver · Treasurer/Chief Compliance Officer
    since 07/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Wyomissing, Pa · principal000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 2,284 to 2,090
    Oct 20, 2023 to Mar 18, 2024
  • HNW clients · 126 to 142
    Oct 20, 2023 to Mar 18, 2024
  • Individual clients · 410 to 401
    Oct 20, 2023 to Mar 18, 2024
  • Financial planning clients · 0 to 1-10
    Oct 20, 2023 to Mar 18, 2024
  • Discretionary RAUM · $352M to $414M
    Oct 20, 2023 to Mar 18, 2024
  • HNW RAUM · $234M to $266M
    Oct 20, 2023 to Mar 18, 2024
  • Individual RAUM · $187M to $174M
    Oct 20, 2023 to Mar 18, 2024
  • Non-discretionary RAUM · $78.2M to $38.7M
    Oct 20, 2023 to Mar 18, 2024
  • Pension RAUM · $9.8M to $12.0M
    Oct 20, 2023 to Mar 18, 2024
  • RAUM · $430M to $453M
    Oct 20, 2023 to Mar 18, 2024
  • Accounts · 0 to 2,284
    Jul 10, 2023 to Oct 20, 2023
  • Charity clients · unset to 3.0
    Jul 10, 2023 to Oct 20, 2023
  • HNW clients · unset to 126.0
    Jul 10, 2023 to Oct 20, 2023
  • Individual clients · unset to 410.0
    Jul 10, 2023 to Oct 20, 2023
  • Pension plan clients · unset to 7.0
    Jul 10, 2023 to Oct 20, 2023
  • Financial planning clients · unset to 0
    Jul 10, 2023 to Oct 20, 2023
  • Discretionary RAUM · $0 to $352M
    Jul 10, 2023 to Oct 20, 2023
  • HNW RAUM · unset to 233681665.0
    Jul 10, 2023 to Oct 20, 2023
  • Individual RAUM · unset to 186559417.0
    Jul 10, 2023 to Oct 20, 2023
  • Non-discretionary RAUM · $0 to $78.2M
    Jul 10, 2023 to Oct 20, 2023
  • Pension RAUM · unset to 9830948.0
    Jul 10, 2023 to Oct 20, 2023
  • RAUM · $0 to $430M
    Jul 10, 2023 to Oct 20, 2023
  • Wrap assets (manager) · 0.0 to unset
    Jul 10, 2023 to Oct 20, 2023
  • Wrap assets (sponsor) · 0.0 to unset
    Jul 10, 2023 to Oct 20, 2023
Signals
9 dated events
  • Marrella Private Wealth, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $452.7M)
    May 2, 2025 · Left the SEC roster · derived
  • Samuel Allen Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-17)
    Mar 28, 2025 · Advisor changed firm · fact
  • Matthew Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-28)
    Mar 28, 2025 · Advisor changed firm · fact
  • Samuel Allen Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-17)
    Mar 28, 2025 · Advisor changed firm · fact
  • Daneen Marie Weaver left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-18)
    Mar 28, 2025 · Advisor changed firm · fact
  • Paul Leonard Marrella left Marrella Private Wealth, Llc for Apella Wealth (registered 2025-03-17)
    Mar 28, 2025 · Advisor changed firm · fact
  • Marrella Private Wealth, LLC's advisors moved to Apella Wealth (Wyomissing, PA): 5 of 5 registered, on the same day
    Mar 28, 2025 · Firm absorbed (people side) · derived
  • 4 advisors left Raymond James Financial Services Advisors, Inc (Wyomissing, PA) for Marrella Private Wealth, LLC on the same day
    Oct 3, 2023 · Team lift-out · derived
  • Marrella Private Wealth, Llc filed its initial SEC registration (Form ADV)
    Jul 10, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026