Marion Wealth Management, Llc
- Regulatory AUM
- $543M
- Discretionary
- $511M
- Clients
- 456
- Avg AUM / client
- $1.2M
- Accounts
- 1,472
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 292 | $104M | 19.1% |
| High net worth individuals | 164 | $440M | 80.9% |
| Charitable organizations | Fewer than 5 clients | $53.8K | 0.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Chapman And Cutler Llp Retirement Plan Chapman And Cutler Llp | 2024 | |
| Chapman And Cutler Llp Salary Deferral Plan For Partners And Support Staff Chapman And Cutler Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Donald Lott | Managing Member | Jul 2021 (5y) | 10% – 25% | |
| Michael Stanley Marion | Managing Member/Chief Compliance Officer | CFP | Jul 2021 (5y) | 75% or more |
| Ethan Edward Misour | Registered representative | CFP | Mar 2022 (4y) | |
| Erin Lindsay Britton | Registered representative | Feb 2024 (2y) | ||
| Gabriella Lo Tito | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Chapman And Cutler Llp Retirement Plan | Chapman And Cutler Llp | 310 | $211M | 01/01/2024 |
| Chapman And Cutler Llp Salary Deferral Plan For Partners And Support Staff | Chapman And Cutler Llp | 336 | $136M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $543M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗