Marietta Investment Partners, LLC
Marietta Investment Partners, LLC is an SEC-registered wealth manager in Milwaukee, WI with $683.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Marietta Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108479, SEC 801-57179, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $683.7M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Milwaukee, WI
- Employees
- 8
- Clients
- 147
- CRD
- 108479
- Ownership
- EVANS, JOHN, THADEWALD; LANING, BRUCE; JOHN T. EVANS 2000 TRUST; SMYTH, CHRISTINE, MARIE; BENSON, GINGER, A
How much AUM does Marietta Investment Partners, LLC have?
Marietta Investment Partners, LLC reported $683.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Marietta Investment Partners, LLC?
Disclosed owners and executives of Marietta Investment Partners, LLC include EVANS, JOHN, THADEWALD, LANING, BRUCE, JOHN T. EVANS 2000 TRUST, SMYTH, CHRISTINE, MARIE, BENSON, GINGER, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.