Investment adviser · CRD 115645

MAROTTA WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

MAROTTA ASSET MANAGEMENT, INC.

CHARLOTTESVILLE, VA, United States · Form ADV filed Jul 1, 2026

Regulatory AUM: $686M
Client accounts: 1,947
Employees: 16
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	185	$610,384,149	89.0%
Individuals	169	$52,622,087	7.7%
Retirement plans	10	$22,180,000	3.2%
Charities	Fewer than 5	$849,412	0.1%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 2117048 · Jul 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1000 EDNAM CENTER, SUITE 200
CHARLOTTESVILLE, VA, 22903-4615, United States

CRD 115645

Filing source

Form ADV 2117048 · Jul 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.