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MARIETTA INVESTMENT PARTNERS, LLC
CRD 108479 · SEC 801-57179
833 EAST MICHIGAN STREET, SUITE 980, MILWAUKEE, WI, 53202, United States
Phone
414-289-9080
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$683.7M
Discretionary AUM
$683.7M
Team
8 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $46.1M |
| High net worth individuals | 55 | $575.5M |
| Charitable organizations | 10 | $51.0M |
States served
IL, LA, NY, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD