# Marotta Wealth Management, Inc.

> Marotta Wealth Management, Inc. is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 115645
- Filed as: MAROTTA WEALTH MANAGEMENT, INC.
- Legal name: Marotta Asset Management, Inc.
- Also doing business as: MAROTTA WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlottesville, VA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115645
- AdvisorCensus page: https://advisorcensus.com/firm/marotta-wealth-management-inc-charlottesville-va-115645

## Quick answers

**How is Marotta Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Marotta Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marotta Wealth Management, Inc. located?**
Marotta Wealth Management, Inc.'s principal office is in Charlottesville, VA, according to its Form ADV.

**Is Marotta Wealth Management, Inc. registered with the SEC or a state?**
Marotta Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 115645.

**How much does Marotta Wealth Management, Inc. manage?**
Marotta Wealth Management, Inc. reports $686,035,648 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (96% discretionary).

**How have Marotta Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Marotta Wealth Management, Inc.: Regulatory assets under management: $470,739,847 in the October 2021 data and $686,035,648 in the October 2026 data, up 46%. Total employees: 16 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marotta Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (185); individuals (other than high net worth individuals) (169); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

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

**Does Marotta Wealth Management, Inc. 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/115645

**What changed in Marotta Wealth Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in AZ, WI.

## 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.

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: $686,035,648
- Discretionary: $660,898,118
- Non-discretionary: $25,137,530

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $52,622,087 |
| High net worth individuals | 185 | $610,384,149 |
| Banking or thrift institutions | Fewer than 5 | $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) | 10 | $22,180,000 |
| Charitable organizations | 2 | $849,412 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 16 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DC, FL, GA, IL, MD, MN, NC, NH, NJ, NY, PA, SC, TN, TX, UT, VA, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- emarotta.com
- marottaonmoney.com
- Facebook @MarottaOnMoney
- LinkedIn @2374166
- Pinterest @marottaonmoney
- X @MarottaOnMoney
- YouTube @MarottaOnMoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $470,739,847 | 16 | August 23, 2021 |
| October 2022 | $569,583,576 | 16 | August 25, 2022 |
| October 2023 | $524,764,296 | 17 | May 30, 2023 |
| October 2024 | $591,213,683 | 18 | March 12, 2024 |
| October 2025 | $603,847,208 | 16 | March 28, 2025 |
| October 2026 | $686,035,648 | 16 | October 1, 2026 |

Regulatory assets under management: $470,739,847 in the October 2021 data and $686,035,648 in the October 2026 data, up 46%.
Total employees: 16 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in AZ, WI.

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $603,847,208 to $686,035,648 (+14%).

### January 2026
- No longer registered or notice-filed in MA, WI.

### December 2025
- Employees performing advisory functions went from 12 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marotta Wealth Management, Inc. (CRD 115645): Form ADV filing data as of October 2026.