PPrivate Fund Data Log in Join · $37/mo

Marietta Wealth Management, LLC

● SEC registered since 2015CRD 281782SEC# 801-106784Marietta, GA
Export (members)
Reg. AUM
$974.4M
Employees
12
Accounts
1,390
Location
Marietta, GA

Marietta Wealth Management, LLC assets under management

Marietta Wealth Management, LLC operates as an SEC-registered investment adviser based in Marietta, GA. The firm has been registered since 2015. It reports $974.4 million in regulatory assets under management and employs 12 people.

Marietta Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Benjamin Harrington Crowe ControlManaging Member10-25%2015
Charles Betts Holloway ControlManaging Member10-25%2015
Kurt Edward Wachholz ControlChief Compliance OfficerUnder 5%2023
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Marietta Wealth Management, LLC manage?

Marietta Wealth Management, LLC reports $974.4 million in regulatory assets under management on its Form ADV.

How many employees does Marietta Wealth Management, LLC have?

Marietta Wealth Management, LLC reports 12 employees.

Where is Marietta Wealth Management, LLC located?

Marietta Wealth Management, LLC is based in Marietta, GA and has been SEC-registered since 2015.

Does Marietta Wealth Management, LLC disclose fund performance?

Marietta Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address472 N. Sessions Street, Unit #24, Marietta, GA 30060
Phone404-549-6930
Fax770-702-1923
Office hours8:30a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$927.6M
Non-discretionary$46.7M
Total (RAUM)$974.4M