# Marietta Wealth Management, LLC

> Marietta Wealth Management, LLC is an SEC-registered investment advisory firm in Marietta, GA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 281782
- Filed as: MARIETTA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281782
- AdvisorCensus page: https://advisorcensus.com/firm/marietta-wealth-management-llc-marietta-ga-281782

## Quick answers

**How is Marietta Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Marietta Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Marietta Wealth Management, LLC located?**
Marietta Wealth Management, LLC's principal office is in Marietta, GA, according to its Form ADV.

**Is Marietta Wealth Management, LLC registered with the SEC or a state?**
Marietta Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281782.

**How much does Marietta Wealth Management, LLC manage?**
Marietta Wealth Management, LLC reports $1,394,544,576 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (78% discretionary).

**How have Marietta Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Marietta Wealth Management, LLC: Regulatory assets under management: $794,918,925 in the October 2021 data and $1,394,544,576 in the October 2026 data, up 75%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marietta Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (232); individuals (other than high net worth individuals) (216); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Marietta Wealth Management, LLC use?**
Marietta Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Marietta Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281782

**What changed in Marietta Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $974,375,088 to $1,394,544,576 (+43%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,394,544,576
- Discretionary: $1,085,507,722
- Non-discretionary: $309,036,854

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 216 | $105,573,221 |
| High net worth individuals | 232 | $962,214,079 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $285,703,076 |
| Charitable organizations | 6 | $6,958,219 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $11,005,688 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $14,391,979 |
| Other | 7 | $8,698,314 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mariettawealth.com
- Facebook @MARIETTAWEALTH
- Instagram @MARIETTAWEALTH
- LinkedIn @MARIETTA-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $794,918,925 | 10 | September 24, 2021 |
| October 2022 | $1,010,918,437 | 11 | June 8, 2022 |
| October 2023 | $916,264,157 | 11 | March 27, 2023 |
| October 2024 | $1,147,123,280 | 11 | March 29, 2024 |
| October 2025 | $974,375,088 | 12 | March 21, 2025 |
| October 2026 | $1,394,544,576 | 12 | March 25, 2026 |

Regulatory assets under management: $794,918,925 in the October 2021 data and $1,394,544,576 in the October 2026 data, up 75%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $974,375,088 to $1,394,544,576 (+43%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marietta Wealth Management, LLC (CRD 281782): Form ADV filing data as of October 2026.