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MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782 · SEC 801-106784
472 N. SESSIONS STREET, UNIT #24, MARIETTA, GA, 30060, United States
Phone
404-549-6930
Fax
770-702-1923
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.39B
Discretionary AUM
$1.09B
Team
12 total employees; 9 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $105.6M |
| High net worth individuals | 232 | $962.2M |
| Pension/profit sharing plans | 7 | $285.7M |
| Charitable organizations | 6 | $7.0M |
| Insurance companies | 1 | $11.0M |
| Corporations/business entities | 5 | $14.4M |
States served
AL, CA, GA, LA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD