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Paul Leonard Marrella

MARRELLA PRIVATE WEALTH, LLC·WYOMISSING, Pennsylvania
Unclaimed Profile
1250 BROADCASTING RD, WYOMISSING, PA 19610CRD# 1925779Firm CRD# 327397
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MARRELLA PRIVATE WEALTH, LLC
MARRELLA PRIVATE WEALTH, LLC
AUM
$453M
Regulatory assets under management
Employees
7
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1925779
Firm CRD# 327397
No disclosures on file
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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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