Marotta Wealth Management, Inc.

RIASEC Registered

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, individually owned registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional accounts and positions itself as a fiduciary offering financial planning and portfolio management across personal, small-business and institutional relationships. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Services listed in filings include selection of third-party advisers and educational seminars in addition to traditional advisory and planning work. Marotta identifies itself as a capital allocator and is not an active ESG investor. The firm was named among Top RIA Firms by FA Magazine in 2020.