Ethan E. Misour

MARION WEALTH MANAGEMENT

Monroeville, PA 15146

Some features on this profile are disabled

CRD#: 6535661

Professional summary

Ethan Edward Misour, CFP®, who also goes by Ethan E Misour, Ethan Misour, is a registered financial advisor currently at MARION WEALTH MANAGEMENT located in Monroeville, Pennsylvania.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ethan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ethan E Misour | Ethan Misour

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) INDEPENDENT INSURANCE AGENT - NON-VARIABLE INSURANCE. (2) WEALTHPOINT FINANCIAL LLC - ASSOCIATE - OPERATING LLC FOR COMPANY - MONROEVILLE, PA - SINCE 10/2019 - NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan Edward Misour's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 29, 2022 - Present

MARION WEALTH MANAGEMENT

Office #1: 2790 Mosside Blvd Suite 640, Monroeville, PA 15146

RIA

CRD#: 315730

Monroeville, PA

Past

September 7, 2021 - September 24, 2021

MARION WEALTH MANAGEMENT

RIA

CRD#: 315730

MONROEVILLE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT | MARION WEALTH MANAGEMENT, LLC | MARION WEALTH MANAGEMENT GROUP

CRD#: 315730 / SEC#: 801-122279

RIA

Registered Investment Advisory firm - (12/23/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT | MARION WEALTH MANAGEMENT, LLC | MARION WEALTH MANAGEMENT GROUP

CRD#: 315730 / SEC#: 801-122279

RIA

Registered Investment Advisory firm - (12/23/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2790 Mosside Blvd Suite 640, Monroeville, PA 15146

Mailing Address

Phone number

(412) 372-3849

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARION WEALTH MANAGEMENT ADV BROCHURE (4/25/2025)

Regulatory assets under management

Total Number of Accounts	1,389
AUM (Assets Under Management)	$ 482,512,401

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

IAR

NEWTOWN, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ethan E. Misour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan Edward Misour's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARION WEALTH MANAGEMENT

MARION WEALTH MANAGEMENT

Primary Firm SEC Registration

MARION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

MARION WEALTH MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARION WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors