MARIETTA INVESTMENT PARTNERS, LLC
CRD #108479 SEC #801-57179 MILWAUKEE, WI 414-289-9080
SEC Registered
Total AUM
$605.2M
Discretionary
$605.2M
Employees
8
Clients
--
Accounts
144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $605.2M | $605.2M | $0 | 8 | 0 |
| Mar 2025 | $605.2M | $605.2M | $0 | 8 | 0 |
| Dec 2024 | $535.6M | $535.6M | $0 | 8 | 0 |
| Mar 2024 | $535.6M | $535.6M | $0 | 8 | 0 |
| Mar 2023 | $481.9M | $481.9M | $0 | 8 | 0 |
| Mar 2022 | $594.7M | $594.7M | $0 | 9 | 0 |
| Mar 2021 | $505.8M | $505.8M | $0 | 8 | 0 |
| Jun 2020 | $435.7M | $435.7M | $0 | 9 | 0 |
| Mar 2020 | $435.7M | $435.7M | $0 | 9 | 0 |
| Oct 2019 | $391.6M | $391.6M | $0 | 9 | 0 |
| Sep 2019 | $391.6M | $391.6M | $0 | 9 | 0 |
| Mar 2019 | $391.6M | $391.6M | $0 | 9 | 0 |
| Mar 2018 | $485.5M | $485.5M | $0 | 8 | 0 |
| Mar 2017 | $405.2M | $405.2M | $0 | 10 | 100 |
| Mar 2016 | $341.5M | $341.5M | $0 | 10 | 100 |
| Mar 2016 | $341.5M | $341.5M | $0 | 10 | 100 |
| Mar 2015 | $350.2M | $343.9M | $6.3M | 10 | 100 |
| Mar 2014 | $392.2M | $382.3M | $9.9M | 9 | 300 |
| Mar 2013 | $352.3M | $343.1M | $9.2M | 11 | 200 |
| Dec 2012 | $340.7M | $340.7M | $0 | 8 | 200 |
| Mar 2012 | $340.7M | $340.7M | $0 | 6 | 200 |
| Dec 2011 | $373.8M | $373.8M | $0 | 6 | 200 |
| Mar 2009 | $260.5M | $260.5M | $0 | 10 | -- |
| Nov 2007 | $371.6M | $371.6M | $0 | 10 | -- |
| Mar 2007 | $371.6M | $371.6M | $0 | 10 | -- |
| Mar 2006 | $382M | $382M | $0 | 10 | -- |
| Dec 2005 | $442.5M | $442.5M | $0 | 10 | -- |
| Dec 2004 | $416.1M | $416.1M | $0 | 10 | -- |
| Mar 2004 | $416.1M | $416.1M | $0 | 10 | -- |
| Mar 2002 | $329M | $329M | $0 | 10 | -- |
DateOct 2025
Total AUM$605.2M
Discretionary$605.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$605.2M
Discretionary$605.2M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$481.9M
Discretionary$481.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$594.7M
Discretionary$594.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$435.7M
Discretionary$435.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$435.7M
Discretionary$435.7M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$391.6M
Discretionary$391.6M
Non-Disc.$0
Employees9
Clients0
DateSep 2019
Total AUM$391.6M
Discretionary$391.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$391.6M
Discretionary$391.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees10
Clients100
DateMar 2016
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees10
Clients100
DateMar 2016
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees10
Clients100
DateMar 2015
Total AUM$350.2M
Discretionary$343.9M
Non-Disc.$6.3M
Employees10
Clients100
DateMar 2014
Total AUM$392.2M
Discretionary$382.3M
Non-Disc.$9.9M
Employees9
Clients300
DateMar 2013
Total AUM$352.3M
Discretionary$343.1M
Non-Disc.$9.2M
Employees11
Clients200
DateDec 2012
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees6
Clients200
DateDec 2011
Total AUM$373.8M
Discretionary$373.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2009
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$442.5M
Discretionary$442.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$416.1M
Discretionary$416.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$416.1M
Discretionary$416.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees10
Clients--