Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. is an SEC-registered wealth manager in Charlottesville, VA with $686.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Marotta Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115645, SEC 801-62848, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $686.0M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Charlottesville, VA
- Employees
- 16
- Clients
- 366
- CRD
- 115645
- Ownership
- MAROTTA, DAVID, JOHN; MAROTTA, GEORGE, RAYMOND; Russell, Megan, Marotta
How much AUM does Marotta Wealth Management, Inc. have?
Marotta Wealth Management, Inc. reported $686.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Marotta Wealth Management, Inc.?
Disclosed owners and executives of Marotta Wealth Management, Inc. include MAROTTA, DAVID, JOHN, MAROTTA, GEORGE, RAYMOND, Russell, Megan, Marotta. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.