Marietta Wealth Management, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.4B

Discretionary

$1.1B

78% of AUM

Avg account

$903K

Accounts

1,545

Employees

12

Advisory reps

10

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

FINTRX

Overview

Marietta Wealth Management, LLC is an independent SEC-registered registered investment advisor formed as an LLC in 2015 and owned by an individual principal. The firm acts as a capital allocator for both individual & family and institutional clients, combining financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services include pension consulting and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Marietta does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities68%
Public Funds/Mutual Funds21%
Cash & Cash Equivalents6%
US Government Bonds4%
State & Local Bonds1%

Owners & executives

2 of 2

Scott Keller
Co Founder and Chief Investment OfficerCRD 3057544
Kurt Wachholz
Chief Compliance OfficerCRD 5317738

Contacts

3 of 8

John Massey
Managing Director of Retirement Plan ServicesCRD 4620380
Lisa Garris
Financial AdvisorCRD 7367042
Stephen Michael
Senior Financial AdvisorCRD 1286800

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 56

Active vs passive

$369M in ETFs

Passive

85%

$314M

Active

12%

$55.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MID-CAP INDEX FUND (VO)	Vanguard	Passive	Mid Cap Blend	$26.5M	328,339	7.17%

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Primary office

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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