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MARIETTA WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,394,544,576
Discretionary
$1,085,507,722
Non-discretionary
$309,036,854

Firm details

CRD number
281782
SEC file number
801-106784
Main office
MARIETTA, GA, United States
Employees
12
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.