Marrone Wealth Management

Overview

Marrone Wealth Management is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, including small business owners. The firm operates with an owner-managed structure and uses a mix of fee models — percentage of assets under management, hourly work, and fixed fees — allowing flexibility for varying client needs. Investment activity is centered on broadly diversified public funds and mutual fund strategies rather than bespoke capital markets plays. The firm is not an active ESG investor and does not present as a multi-state advisory platform; its footprint and service model are tailored to a compact client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices