Marietta Wealth Management, LLC
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Learn more about Marietta Wealth Management, LLC
Overview
Marietta Wealth Management, LLC is a financial advisor company that has its headquarters in Marietta, Georgia. It oversees $916.3 million in assets under management across 1,200 accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 9 financial advisors. Marietta Wealth Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and equities.
Marietta Wealth Management, LLC administers most of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices for the client's account without requiring the client's authorization. Marietta Wealth Management, LLC also manages 102 non-discretionary accounts totaling $329.8 million in AUM. Marietta Wealth Management, LLC supervises about $763,553 in assets for each client account. An average advisor at Marietta Wealth Management, LLC manages around 133 client accounts.
Marietta Wealth Management, LLC's main office is at 472 N. Sessions Street, Marietta, Georgia 30060. The company is legally permitted to provide services to customers across a number of states, including Alabama, California, Florida, Georgia, Louisiana, North Carolina, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Marietta Wealth Management, LLC by the Numbers
$916.3 million
11
1,200
$763.6 thousand
Products and Services
Marietta Wealth Management, LLC provides a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the past fiscal year, the company provided financial planning services to 101-250 of its accounts. It does not sell products or offer services aside from investment advice to its investment advisory clients. Marietta Wealth Management, LLC is affiliated with one or more other service providers in the financial services industry, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice typically depend on which services the firm provides the client. Fee types billed by Marietta Wealth Management, LLC can include the following fee types: asset-based, hourly or fixed. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with a broad range of customers. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, corporations and other. Out of its 1,200 accounts, Marietta Wealth Management, LLC's biggest client is high net worth investors, though it also manages money for 206 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 50%
- Other Individuals - 35.68%
- Corporations - 12.62%
- Charitable Organizations - 1.7%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Marietta Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Marietta Wealth Management, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
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