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MAROTTA WEALTH MANAGEMENT, INC.

CHARLOTTESVILLE, VA · CRD 115645 · IAPD ↗ · emarotta.com · 434-244-0000

$686.0MRegulatory AUM
12Advisory reps
16Employees
1Clients
251-500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — MAROTTA WEALTH MANAGEMENT, INC. notice-filed in AZ, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — MAROTTA WEALTH MANAGEMENT, INC. notice-filed in NH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — MAROTTA WEALTH MANAGEMENT, INC. changed its website from marottaonmoney.com to emarotta.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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