Unclaimed Profile

Paul Leonard Marrella

MARRELLA PRIVATE WEALTH, LLC·WYOMISSING, Pennsylvania

Clean recordMARRELLA PRIVATE WEALTH, LLC

1250 BROADCASTING RD, WYOMISSING, PA 19610CRD# 1925779Firm CRD# 327397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Leonard Marrella · WYOMISSING, PA

Registration

CRD #1925779 · MARRELLA PRIVATE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Leonard Marrella is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with MARRELLA PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MARRELLA PRIVATE WEALTH, LLC

AUM

$453M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARRELLA PRIVATE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1925779

Firm CRD# 327397

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Leonard Marrella offer?

Paul Leonard Marrella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Paul Leonard Marrella's credentials?

Paul Leonard Marrella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Leonard Marrella located?

Paul Leonard Marrella is based in WYOMISSING, Pennsylvania, working with MARRELLA PRIVATE WEALTH, LLC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.

How does Paul Leonard Marrella charge for services?

Paul Leonard Marrella's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARRELLA PRIVATE WEALTH, LLC?

MARRELLA PRIVATE WEALTH, LLC has approximately 7 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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