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MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782File 801-106784
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$1.09B
Non-discretionary $309.0M
Clients
467
1,545 accounts
Employees
12
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 15, 2015
- Principal office
- 472 N. SESSIONS STREET, UNIT #24, MARIETTA, GA, 30060
- Phone
- 404-549-6930
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $1.09B
- Non-discretionary AUM
- $309.0M
- Discretionary accounts
- 1,457
- Non-discretionary accounts
- 88
- Total accounts
- 1,545
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $14.4M |
| Insurance companies | 1 | $11.0M |
| Charitable organizations | 6 | $7.0M |
| High net worth individuals | 232 | $962.2M |
| Pension and profit sharing plans | 7 | $285.7M |
| Individuals (other than high net worth individuals) | 216 | $105.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 474 | 467 | decreased by7 |
| Apr 1, 2026 | Clients | 429 | 474 | increased by45 |
| Apr 1, 2026 | AUM | $974,375,088 | $1,394,544,576 | increased by$420,169,488 |
| Apr 1, 2026 | Accounts | 1,390 | 1,545 | increased by155 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 387 | 429 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,010,918,437 | $974,375,088 | decreased by$36,543,349 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,077 | 1,390 | increased by313 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 352 | 387 | increased by35 |
| Apr 1, 2022 | AUM | $794,918,925 | $1,010,918,437 | increased by$215,999,512 |
| Apr 1, 2022 | Accounts | 996 | 1,077 | increased by81 |
| 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 “MARIETTA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARIETTA 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.