MARIETTA WEALTH MANAGEMENT, LLC
CRD #281782 SEC #801-106784 MARIETTA, GA 404-549-6930
SEC Registered
Total AUM
$974.4M
Discretionary
$927.6M
Employees
12
Clients
251
Accounts
1,390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $974.4M | $927.6M | $46.7M | 12 | 4 |
| Dec 2024 | $1.1B | $735.1M | $412.1M | 11 | 4 |
| Mar 2024 | $1.1B | $735.1M | $412.1M | 11 | 4 |
| Mar 2023 | $916.3M | $586.5M | $329.8M | 11 | 4 |
| Nov 2022 | $1B | $657M | $353.9M | 11 | 1 |
| Jun 2022 | $1B | $657M | $353.9M | 11 | 1 |
| Mar 2022 | $1B | $657M | $353.9M | 11 | 1 |
| Sep 2021 | $794.9M | $502.2M | $292.7M | 10 | 3 |
| Mar 2021 | $794.9M | $502.2M | $292.7M | 10 | 3 |
| Jun 2020 | $639M | $402.2M | $236.8M | 10 | 3 |
| Jun 2020 | $639M | $402.2M | $236.8M | 10 | 3 |
| Mar 2020 | $639M | $402.2M | $236.8M | 10 | 3 |
| Mar 2019 | $527M | $296.3M | $230.7M | 9 | 3 |
| Mar 2018 | $467M | $272.4M | $194.6M | 6 | 1 |
| May 2017 | $354.6M | $198.2M | $156.4M | 6 | 200 |
| Mar 2017 | $354.6M | $198.2M | $156.4M | 7 | 200 |
| Oct 2016 | $231.8M | $139.7M | $92.1M | 5 | 100 |
| Sep 2016 | $231.8M | $139.7M | $92.1M | 5 | 100 |
| Mar 2016 | $231.8M | $139.7M | $92.1M | 5 | 100 |
| Dec 2015 | $110.3M | $85.9M | $24.4M | 4 | 26 |
| Oct 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2015 | $0 | $0 | $0 | 1 | 0 |
| Oct 2015 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$974.4M
Discretionary$927.6M
Non-Disc.$46.7M
Employees12
Clients4
DateDec 2024
Total AUM$1.1B
Discretionary$735.1M
Non-Disc.$412.1M
Employees11
Clients4
DateMar 2024
Total AUM$1.1B
Discretionary$735.1M
Non-Disc.$412.1M
Employees11
Clients4
DateMar 2023
Total AUM$916.3M
Discretionary$586.5M
Non-Disc.$329.8M
Employees11
Clients4
DateNov 2022
Total AUM$1B
Discretionary$657M
Non-Disc.$353.9M
Employees11
Clients1
DateJun 2022
Total AUM$1B
Discretionary$657M
Non-Disc.$353.9M
Employees11
Clients1
DateMar 2022
Total AUM$1B
Discretionary$657M
Non-Disc.$353.9M
Employees11
Clients1
DateSep 2021
Total AUM$794.9M
Discretionary$502.2M
Non-Disc.$292.7M
Employees10
Clients3
DateMar 2021
Total AUM$794.9M
Discretionary$502.2M
Non-Disc.$292.7M
Employees10
Clients3
DateJun 2020
Total AUM$639M
Discretionary$402.2M
Non-Disc.$236.8M
Employees10
Clients3
DateJun 2020
Total AUM$639M
Discretionary$402.2M
Non-Disc.$236.8M
Employees10
Clients3
DateMar 2020
Total AUM$639M
Discretionary$402.2M
Non-Disc.$236.8M
Employees10
Clients3
DateMar 2019
Total AUM$527M
Discretionary$296.3M
Non-Disc.$230.7M
Employees9
Clients3
DateMar 2018
Total AUM$467M
Discretionary$272.4M
Non-Disc.$194.6M
Employees6
Clients1
DateMay 2017
Total AUM$354.6M
Discretionary$198.2M
Non-Disc.$156.4M
Employees6
Clients200
DateMar 2017
Total AUM$354.6M
Discretionary$198.2M
Non-Disc.$156.4M
Employees7
Clients200
DateOct 2016
Total AUM$231.8M
Discretionary$139.7M
Non-Disc.$92.1M
Employees5
Clients100
DateSep 2016
Total AUM$231.8M
Discretionary$139.7M
Non-Disc.$92.1M
Employees5
Clients100
DateMar 2016
Total AUM$231.8M
Discretionary$139.7M
Non-Disc.$92.1M
Employees5
Clients100
DateDec 2015
Total AUM$110.3M
Discretionary$85.9M
Non-Disc.$24.4M
Employees4
Clients26
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0