Marietta Wealth Management, LLC
● SEC registered since 2015CRD 281782SEC# 801-106784Marietta, GA
Reg. AUM
$1.39B
Employees
12
Accounts
1,545
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 $1.4 billion in regulatory assets under management and employs 12 people.
Marietta Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Harrington Crowe Control | Managing Member | 10-25% | 2015 |
| Charles Betts Holloway Control | Managing Member | 10-25% | 2015 |
| Kurt Edward Wachholz Control | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Marietta Wealth Management, LLC manage?
Marietta Wealth Management, LLC reports $1.4 billion 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
| Address | 472 N. Sessions Street, Unit #24, Marietta, GA 30060 |
| Phone | 404-549-6930 |
| Fax | 770-702-1923 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.39B▲ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.39Bregulatory AUM
Discretionary $1.09BNon-discretionary $309M