MAROTTA ASSET MANAGEMENT, INC.
Legal name: MAROTTA WEALTH MANAGEMENT, INC.
CRD #115645 SEC #801-62848 CHARLOTTESVILLE, VA 434-244-0000
SEC Registered
Total AUM
$603.8M
Discretionary
$573.2M
Employees
15
Clients
251
Accounts
1,995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $603.8M | $573.2M | $30.6M | 15 | 1 |
| Aug 2025 | $603.8M | $573.2M | $30.6M | 15 | 1 |
| Mar 2025 | $603.8M | $573.2M | $30.6M | 16 | 1 |
| Mar 2024 | $591.2M | $563.9M | $27.3M | 18 | 1 |
| May 2023 | $524.8M | $504.6M | $20.1M | 17 | 0 |
| May 2023 | $524.8M | $504.6M | $20.1M | 17 | 0 |
| Mar 2023 | $524.8M | $504.6M | $20.1M | 17 | 0 |
| Aug 2022 | $569.6M | $550.9M | $18.7M | 16 | 1 |
| Mar 2022 | $569.6M | $550.9M | $18.7M | 16 | 1 |
| Mar 2022 | $569.6M | $550.9M | $18.7M | 16 | 1 |
| Oct 2021 | $470.7M | $456M | $14.7M | 16 | 1 |
| Aug 2021 | $470.7M | $456M | $14.7M | 16 | 1 |
| Jul 2021 | $470.7M | $456M | $14.7M | 16 | 1 |
| Mar 2021 | $470.7M | $456M | $14.7M | 16 | 1 |
| Jun 2020 | $442.6M | $427.3M | $15.3M | 14 | 1 |
| Mar 2020 | $442.6M | $427.3M | $15.3M | 14 | 1 |
| Mar 2019 | $365.5M | $351.3M | $14.3M | 12 | 0 |
| Jul 2018 | $360.9M | $347M | $13.9M | 11 | 337 |
| Jun 2018 | $360.9M | $347M | $13.9M | 11 | 337 |
| Mar 2018 | $360.9M | $347M | $13.9M | 11 | 337 |
| Oct 2017 | $307.7M | $284.9M | $22.8M | 10 | 365 |
| Jun 2017 | $307.7M | $284.9M | $22.8M | 10 | 300 |
| Apr 2017 | $307.7M | $284.9M | $22.8M | 10 | 300 |
| Mar 2017 | $307.7M | $284.9M | $22.8M | 10 | 300 |
| Mar 2016 | $258M | $246.8M | $11.2M | 10 | 300 |
| Mar 2016 | $258M | $246.8M | $11.2M | 10 | 300 |
| Mar 2015 | $282.6M | $271.4M | $11.1M | 9 | 300 |
| Mar 2014 | $272.3M | $263.7M | $8.7M | 9 | 200 |
| Mar 2013 | $243.3M | $238M | $5.4M | 9 | 200 |
| Sep 2012 | $196.6M | $192.2M | $4.4M | 6 | 200 |
| Sep 2012 | $196.6M | $192.2M | $4.4M | 6 | 200 |
| Mar 2012 | $196.6M | $192.2M | $4.4M | 6 | 200 |
| Apr 2011 | $202M | $198M | $3.9M | 10 | -- |
| Mar 2009 | $110.1M | $107.6M | $2.5M | 10 | -- |
| Mar 2007 | $105.2M | $102.6M | $2.5M | 10 | -- |
| Mar 2006 | $73M | $71.3M | $1.7M | 5 | -- |
| Sep 2005 | $44.7M | $43.4M | $1.3M | 5 | -- |
| Jan 2005 | $44.7M | $43.4M | $1.3M | 5 | -- |
| Apr 2004 | $36.9M | $35.8M | $1.1M | 5 | -- |
DateAug 2025
Total AUM$603.8M
Discretionary$573.2M
Non-Disc.$30.6M
Employees15
Clients1
DateAug 2025
Total AUM$603.8M
Discretionary$573.2M
Non-Disc.$30.6M
Employees15
Clients1
DateMar 2025
Total AUM$603.8M
Discretionary$573.2M
Non-Disc.$30.6M
Employees16
Clients1
DateMar 2024
Total AUM$591.2M
Discretionary$563.9M
Non-Disc.$27.3M
Employees18
Clients1
DateMay 2023
Total AUM$524.8M
Discretionary$504.6M
Non-Disc.$20.1M
Employees17
Clients0
DateMay 2023
Total AUM$524.8M
Discretionary$504.6M
Non-Disc.$20.1M
Employees17
Clients0
DateMar 2023
Total AUM$524.8M
Discretionary$504.6M
Non-Disc.$20.1M
Employees17
Clients0
DateAug 2022
Total AUM$569.6M
Discretionary$550.9M
Non-Disc.$18.7M
Employees16
Clients1
DateMar 2022
Total AUM$569.6M
Discretionary$550.9M
Non-Disc.$18.7M
Employees16
Clients1
DateMar 2022
Total AUM$569.6M
Discretionary$550.9M
Non-Disc.$18.7M
Employees16
Clients1
DateOct 2021
Total AUM$470.7M
Discretionary$456M
Non-Disc.$14.7M
Employees16
Clients1
DateAug 2021
Total AUM$470.7M
Discretionary$456M
Non-Disc.$14.7M
Employees16
Clients1
DateJul 2021
Total AUM$470.7M
Discretionary$456M
Non-Disc.$14.7M
Employees16
Clients1
DateMar 2021
Total AUM$470.7M
Discretionary$456M
Non-Disc.$14.7M
Employees16
Clients1
DateJun 2020
Total AUM$442.6M
Discretionary$427.3M
Non-Disc.$15.3M
Employees14
Clients1
DateMar 2020
Total AUM$442.6M
Discretionary$427.3M
Non-Disc.$15.3M
Employees14
Clients1
DateMar 2019
Total AUM$365.5M
Discretionary$351.3M
Non-Disc.$14.3M
Employees12
Clients0
DateJul 2018
Total AUM$360.9M
Discretionary$347M
Non-Disc.$13.9M
Employees11
Clients337
DateJun 2018
Total AUM$360.9M
Discretionary$347M
Non-Disc.$13.9M
Employees11
Clients337
DateMar 2018
Total AUM$360.9M
Discretionary$347M
Non-Disc.$13.9M
Employees11
Clients337
DateOct 2017
Total AUM$307.7M
Discretionary$284.9M
Non-Disc.$22.8M
Employees10
Clients365
DateJun 2017
Total AUM$307.7M
Discretionary$284.9M
Non-Disc.$22.8M
Employees10
Clients300
DateApr 2017
Total AUM$307.7M
Discretionary$284.9M
Non-Disc.$22.8M
Employees10
Clients300
DateMar 2017
Total AUM$307.7M
Discretionary$284.9M
Non-Disc.$22.8M
Employees10
Clients300
DateMar 2016
Total AUM$258M
Discretionary$246.8M
Non-Disc.$11.2M
Employees10
Clients300
DateMar 2016
Total AUM$258M
Discretionary$246.8M
Non-Disc.$11.2M
Employees10
Clients300
DateMar 2015
Total AUM$282.6M
Discretionary$271.4M
Non-Disc.$11.1M
Employees9
Clients300
DateMar 2014
Total AUM$272.3M
Discretionary$263.7M
Non-Disc.$8.7M
Employees9
Clients200
DateMar 2013
Total AUM$243.3M
Discretionary$238M
Non-Disc.$5.4M
Employees9
Clients200
DateSep 2012
Total AUM$196.6M
Discretionary$192.2M
Non-Disc.$4.4M
Employees6
Clients200
DateSep 2012
Total AUM$196.6M
Discretionary$192.2M
Non-Disc.$4.4M
Employees6
Clients200
DateMar 2012
Total AUM$196.6M
Discretionary$192.2M
Non-Disc.$4.4M
Employees6
Clients200
DateApr 2011
Total AUM$202M
Discretionary$198M
Non-Disc.$3.9M
Employees10
Clients--
DateMar 2009
Total AUM$110.1M
Discretionary$107.6M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2007
Total AUM$105.2M
Discretionary$102.6M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2006
Total AUM$73M
Discretionary$71.3M
Non-Disc.$1.7M
Employees5
Clients--
DateSep 2005
Total AUM$44.7M
Discretionary$43.4M
Non-Disc.$1.3M
Employees5
Clients--
DateJan 2005
Total AUM$44.7M
Discretionary$43.4M
Non-Disc.$1.3M
Employees5
Clients--
DateApr 2004
Total AUM$36.9M
Discretionary$35.8M
Non-Disc.$1.1M
Employees5
Clients--