MARIETTA WEALTH MANAGEMENT, LLC

Overview

Marietta Wealth Management, LLC is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individual, family and small-business clients, with institutional relationships as well. The firm operates as a capital allocator, using both in-house portfolio construction and third‑party managers to implement client strategies. Its stated advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Marietta Wealth Management is not an active ESG investor and is organized as a limited liability company that has been SEC-registered since 2015. Investment activity shows a clear tilt toward publicly traded equities, with exchange-traded equities being the most-used asset type. The firm blends individual stock positions and ETFs across client accounts, while also allocating to external alternative managers in real estate and REIT strategies. Fee arrangements vary by client and engagement and include percentage of AUM, hourly charges and fixed fees.

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