Marciano Wealth Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1147 Lancaster Ave, Berwyn, Pennsylvania...

Phone Number

(610) 992-4100

Revenue

<$5 Million

Industry

Finance Securities Trading

About Marciano Wealth Advisors

Marciano Wealth Advisors is a premier financial services firm dedicated to providing exceptional service to clients in wealth and legacy planning. They offer a range of services including financial planning, fee-based asset management, risk management, and legacy planning, all tailored to meet individual client goals. The firm prides itself on its independence, ensuring that their advice is free from conflicts of interest and focused solely on client needs. Their target clients are individuals seeking financial independence and comprehensive support in managing their financial futures.Explore more
Marciano Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Marciano Wealth Advisors Org Chart

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Director, Portfolio Management

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Owner and Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marciano Wealth Advisors

<$5M
1-10
Private
-
2006
WR
William RenyeDirector, Portfolio Management
$7.2M
1-10
Private
-
2001
LS
Levi SchuckVice President
$7.2M
1-10
Private
-
2002
DD
David DedmanFinancial Planner
$7M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
-
AS
Aaron SoderstromFounder & Investment Chief & Strategist
<$5M
1-10
Private
-
2019
<$5M
11-50
Private
-
2012
GB
Grant BergamoFounder & Wealth Advisor
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Marciano Wealth Advisors Tech Stack

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Frequently Asked Questions Regarding Marciano Wealth Advisors

What is Marciano Wealth Advisors's official website?
Marciano Wealth Advisors's official website is www.marcianowealthadvisors.com
What is Marciano Wealth Advisors's Revenue?
Marciano Wealth Advisors's revenue is <$5 Million
What is Marciano Wealth Advisors's SIC code?
Marciano Wealth Advisors's SIC: 62,628
What is Marciano Wealth Advisors's NAICS code?
Marciano Wealth Advisors's NAICS: 52,523
How many employees does Marciano Wealth Advisors have?
Marciano Wealth Advisors has 1-10 employees
What industry does Marciano Wealth Advisors belong to?
Marciano Wealth Advisors is in the industry of: Finance, Securities Trading
What is Marciano Wealth Advisors competition?
Marciano Wealth Advisors top competitors include: Yerba Buena Financial Partners, Veritas Wealth Advisors, Mundi Financial, Omega
What technology does Marciano Wealth Advisors use?
Some of the popular technologies that Marciano Wealth Advisors uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact Marciano Wealth Advisors?
Marciano Wealth Advisors contact info: Phone number: (610) 992-4100 Website: www.marcianowealthadvisors.com
What does Marciano Wealth Advisors do?

Marciano Wealth Advisors is a premier financial services firm dedicated to providing exceptional service to clients in wealth and legacy planning. They offer a range of services including financial planning, fee-based asset management, risk management, and legacy planning, all tailored to meet individual client goals. The firm prides itself on its... independence, ensuring that their advice is free from conflicts of interest and focused solely on client needs. Their target clients are individuals seeking financial independence and comprehensive support in managing their financial futures.Read More

What are Marciano Wealth Advisors social media links?
Marciano Wealth Advisors Linkedin page
Is Marciano Wealth Advisors a public company?
Marciano Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Marciano Wealth Advisors

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