Marotta Wealth Management, Inc.

RIASEC RegisteredEst. 2004

Total AUM

$686M

Discretionary

$661M

96% of AUM

Avg account

$352K

Accounts

1,947

Employees

Advisory reps

Firm details

Headquarters: Charlottesville, Virginia
CRD number: 115645
Registered since: March 10, 2004
Website: www.marottaonmoney.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.97%
Individuals7.67%
Pension & Profit Sharing Plans3.23%
Charitable Organizations0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Marotta Wealth Management, Inc. is an independent registered investment adviser, SEC-registered since 2004 and organized as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional and business clients. Its advisory offering centers on financial planning and portfolio management across individual, small-business, and institutional relationships, and it also provides pension consulting, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, and the firm identifies itself as a capital allocator. Marotta is not an ESG-focused allocator according to its profile. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.