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MARIETTA WEALTH MANAGEMENT, LLC

MARIETTA, GA · CRD 281782 · IAPD ↗ · 404-549-6930

$1.39BRegulatory AUM
9Advisory reps
12Employees
4Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — MARIETTA WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($974.4M -> $1.39B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2024 — MARIETTA WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — MARIETTA WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($916.3M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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