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Kurt Edward Wachholz

MARIETTA WEALTH MANAGEMENT, LLC·MARIETTA, Georgia
SIE, Series 7, Series 24, Series 66Clean recordMARIETTA WEALTH MANAGEMENT, LLC
472 N. SESSIONS STREET, MARIETTA, GA 30060CRD# 5317738Firm CRD# 281782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt Edward Wachholz · MARIETTA, GA
Registration
CRD #5317738 · MARIETTA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782 · SEC 801-106784
AUM
$1.1B
Regulatory assets under management
Employees
11
1,298 client accounts
Services offered by MARIETTA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARIETTA WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Kurt Edward Wachholz offer?
Kurt Edward Wachholz specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Kurt Edward Wachholz's credentials?
Kurt Edward Wachholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Edward Wachholz located?
Kurt Edward Wachholz is based in MARIETTA, Georgia, working with MARIETTA WEALTH MANAGEMENT, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Kurt Edward Wachholz charge for services?
Kurt Edward Wachholz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIETTA WEALTH MANAGEMENT, LLC?
MARIETTA WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARIETTA WEALTH MANAGEMENT, LLC

Benjamin Harrington Crowe
MARIETTA, GA
CFPCFA
Scott Lewis Keller
MARIETTA, GA
CFA
Charles Betts Holloway
MARIETTA, GA
CFP
Wesley Neal Hackney
MARIETTA, GA
CFP

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Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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