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MAROTTA WEALTH MANAGEMENT, INC.
Legal name: MAROTTA ASSET MANAGEMENT, INC.
CRD 115645File 801-62848
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$686.0M
Above cohort median (national)
Discretionary AUM
$660.9M
Non-discretionary $25.1M
Clients
366
1,947 accounts
Employees
16
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 10, 2004
- Principal office
- 1000 EDNAM CENTER, SUITE 200, CHARLOTTESVILLE, VA, 22903-4615
- Phone
- 434-244-0000
- Website
- https://www.emarotta.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $686.0M
- Discretionary AUM
- $660.9M
- Non-discretionary AUM
- $25.1M
- Discretionary accounts
- 1,790
- Non-discretionary accounts
- 157
- Total accounts
- 1,947
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $849K |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 185 | $610.4M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 10 | $22.2M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 169 | $52.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 370 | 366 | decreased by4 |
| Apr 1, 2026 | AUM | $603,847,208 | $686,035,648 | increased by$82,188,440 |
| Apr 1, 2026 | Accounts | 1,995 | 1,947 | decreased by48 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 15 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 407 | 370 | decreased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $569,583,576 | $603,847,208 | increased by$34,263,632 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,725 | 1,995 | increased by270 |
| Apr 1, 2022 | Clients | 358 | 407 | increased by49 |
| Apr 1, 2022 | AUM | $470,739,847 | $569,583,576 | increased by$98,843,729 |
| Apr 1, 2022 | Accounts | 1,512 | 1,725 | increased by213 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAROTTA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAROTTA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.