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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.