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GL

Gabriella Lo Tito

MARION WEALTH MANAGEMENT
MONROEVILLE, PA 15146
CRD#: 8223911
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GL
Gabriella Lo TitoMARION WEALTH MANAGEMENT

Professional summary

Gabriella Lo Tito is a registered financial advisor currently at MARION WEALTH MANAGEMENT located in Monroeville, Pennsylvania.

Gabriella is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Gabriella has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriella Lo Tito'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®
None

Experience

Current

March 6, 2026 - Present

MARION WEALTH MANAGEMENT

Office #1: 2790 Mosside Blvd Suite 640, Monroeville, PA 15146
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".
MW
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
(3/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/1/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/7/2024
Securities Industry Essentials Examination

Current Firm

MW
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)
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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
6

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARION WEALTH MANAGEMENT ADV BROCHURE (3/13/2026)

Regulatory assets under management

Total Number of Accounts1,472
AUM (Assets Under Management)$ 543,432,308

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.

Company Information

MARION WEALTH MANAGEMENT

CRD#: 315730Monroeville, PA 15146

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