MAROTTA WEALTH MANAGEMENT, INC.

MAROTTA ASSET MANAGEMENT, INC.

CRD 115645 · SEC 801-62848

Visit website

1000 EDNAM CENTER, SUITE 200, CHARLOTTESVILLE, VA, 22903-4615, United States

Phone

434-244-0000

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$686.0M

Discretionary AUM

$660.9M

Team

16 total employees; 12 advisory reps; 1 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	169	$52.6M
High net worth individuals	185	$610.4M
Pension/profit sharing plans	10	$22.2M
Charitable organizations	2	$849K

States served

VT, CA, CO, DC, GA, IL, MD, MN, NJ, NY, NC, PA, SC, TN, UT, VA, WA, TX, NH, FL

All web addresses on file

https://www.emarotta.com
https://www.facebook.com/MarottaOnMoney/
https://twitter.com/MarottaOnMoney
https://www.linkedin.com/company/2374166/
https://www.youtube.com/@MarottaOnMoney
https://www.marottaonmoney.com/
https://www.pinterest.com/marottaonmoney/

Official SEC filing: View on IAPD