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MARIETTA WEALTH MANAGEMENT, LLC
MARIETTA WEALTH MANAGEMENT, LLC
MARIETTA, Georgia
·
6 registered advisors
·
CRD# 281782
SEC# 801-106784
0
404-549-6930
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MARIETTA WEALTH MANAGEMENT, LLC
6 registered advisors
Benjamin Harrington Crowe
MARIETTA, Georgia
CRD# 4641679
Charles Betts Holloway
MARIETTA, Georgia
CRD# 5300110
Kurt Edward Wachholz
MARIETTA, Georgia
CRD# 5317738
Pamela Wrage Larkin
MARIETTA, Georgia
CRD# 7355861
Scott Lewis Keller
MARIETTA, Georgia
CRD# 3057544
Wesley Neal Hackney
MARIETTA, Georgia
CRD# 4964298
05
Office Locations
MARIETTA, Georgia
6 advisors
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Data sourced from SEC Form ADV filings. MARIETTA WEALTH MANAGEMENT, LLC (CRD# 281782) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.