Marrella Private Wealth, LLC

Marrella Private Wealth, LLC is a registered investment adviser based in Wyomissing, PA, established in 2023. The firm specializes in providing investment wealth management, financial planning, and investing consulting services to individual and institutional investors. As of December 31, 2024, the firm had $513,584,047 in regulatory assets under management. Marrella Private Wealth offers services to individuals, high net worth individuals, foundations, businesses, and corporations, with a minimum initial investment of $1,000,000 for investment management services. The firm offers investment and wealth management services on a discretionary basis, tailored to each client's needs and goals. They utilize a combination of active and passive strategies, primarily investing in individual equity and debt securities, ETFs, and mutual funds. MPW does not charge performance-based fees or participate in side-by-side management. Clients are responsible for voting on proxies for their securities, and the firm does not vote on their behalf. MPW does not have any disciplinary information to report. The firm's fees for investment and wealth management services are based on a percentage of assets under management, with fees ranging from 0.40% to 1.20% based on the client's assets. MPW does not participate in soft-dollar relationships and does not pay referral fees. Clients' assets are held by a qualified custodian, and the firm typically has investment discretion over client accounts. Clients are responsible for voting on proxies for their securities.