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MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782File 801-106784
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 474 | 467 |
| 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.