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MARIETTA INVESTMENT PARTNERS, LLC

MILWAUKEE, WI · CRD 108479 · IAPD ↗ · mariettallc.com · 414-289-9080

$683.7MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — MARIETTA INVESTMENT PARTNERS, LLC notice-filed in NH, NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — MARIETTA INVESTMENT PARTNERS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — MARIETTA INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($481.9M -> $535.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.