Marietta Wealth Management, LLC
Firm details
- Headquarters
- Marietta, Georgia
- CRD number
- 281782
- Registered since
- October 15, 2015
- Website
- www.mariettawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69%
- Pension & Profit Sharing Plans20.49%
- Individuals7.57%
- Corporations / Businesses1.03%
- Insurance Companies0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Marietta Wealth Management, LLC is an independent registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm is SEC registered (registration year 2015) and is organized as a limited liability company under individual ownership. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Fee arrangements available to clients include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$344M in ETFs
85%
$291M
12%
$52.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $25.9M | 323,621 | 7.53% |
Location
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 472 N Sessions St Nw
- Time zone
- ET (UTC-5)
- Office locations
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