MAROTTA ASSET MANAGEMENT, INC.
Doing business as MAROTTA WEALTH MANAGEMENT, INC.. SEC Form ADV profile.
Total regulatory AUM
$686,035,648
Discretionary
$660,898,118
Non-discretionary
$25,137,530
Firm details
- CRD number
- 115645
- SEC file number
- 801-62848
- Main office
- CHARLOTTESVILLE, VA, United States
- Employees
- 16
- SEC status
- Approved
- Website
- https://www.emarotta.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.