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, operating as a corporation and controlled by an individual owner. The firm is SEC-registered since 2004 and acts as a capital allocator for both individual and family clients as well as institutional relationships. Its advisory menu centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus selection-of-adviser services, pension consulting and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Marotta does not identify as an active ESG investor. The firm has been recognized in industry press, appearing on FA Magazine’s Top RIA Firms list in 2020.