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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| MAROTTA, GEORGE, RAYMOND | I | SECRETARY/TREASURER | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| Russell, Megan, Marotta | I | VICE PRESIDENT, COO | NA | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CCO | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CCO | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MAROTTA, DAVID, JOHN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (22)
CA CO DC FL GA IL MA MD MN NC NH NJ NY PA SC TN TX UT VA VT WA WI
Address
1000 EDNAM CENTERSUITE 200
CHARLOTTESVILLE, VA 22903-4615
United States
Phone: 434-244-0000