CHARLOTTESVILLE, VACRD 115645Latest ADV March 20, 2026
Marotta Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated March 20, 2026, reports $686M in regulatory assets under management, 16 employees, and 1,947 accounts.
Assets Under Management
$686M
Employees
16
Offices
--
Total Clients
366
Primary office
CHARLOTTESVILLE, VA
1000 EDNAM CENTER, SUITE 200, CHARLOTTESVILLE, VA, United States
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
185
2
Individuals
46.2%
169
3
Pension Plans
2.7%
10
4
Charitable
0.5%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$686Mas of March 20, 2026
Discretionary96.3%
$661M
96% of total RAUM96.3%
Non-discretionary3.7%
$25M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$686M
Total Accounts1,947
10Y AUM Change+$378M (+123.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee23:1
10Y Employee Change+6 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.