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Marrella Private Wealth

EST. AUM
$513,584,047

CONTACTS
1

CLIENT ACCOUNTS
2,300

Firm Details

Metro area Harrisburg
CRD Number 327397
Website apellawealth.com
Client types

Overview

Marrella Private Wealth is fully committed to preserving wealth and creating family legacies by delivering objective advice, comprehensive solutions, and highly personal service. At their Wyomissing, PA office, they are dedicated to providing comprehensive wealth management services tailored to clients' unique financial goals and life aspirations. They act as a personal CFO for clients, delivering a seamless, highly personalized approach to financial planning and investment management. The team focuses on understanding the client's full financial picture—from investments and retirement to taxes, business planning, and legacy strategies. They do not sell products or receive commissions, ensuring that their advice remains objective, transparent, and fully aligned with the client's best interests.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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