Marietta Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated March 25, 2026, reports $1.4B in regulatory assets under management, 12 employees, and 1,545 accounts.
Assets Under Management
$1.4B
Employees
12
Offices
--
Total Clients
474
Primary office
MARIETTA, GA
472 N. SESSIONS STREET, UNIT #24, MARIETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.9% of total clients.
Top client categories% of clientsClients
1
HNWI
48.9%
232
2
Individuals
45.6%
216
3
Pension Plans
1.5%
7
4
Irrevocable Trusts/Estates
1.5%
7
5
Charitable
1.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 25, 2026
Discretionary77.8%
$1.1B
78% of total RAUM77.8%
Non-discretionary22.2%
$309M
22% of total RAUM22.2%
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.
Total AUM$1.4B
Total Accounts1,545
10Y AUM Change+$1.0B (+293.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee40:1
10Y Employee Change+5 (+71.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.