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Building 2MARIETTA WEALTH MANAGEMENT, LLC

Map pinMARIETTA, GA
Phone404-549-6930
NotebookSEC #801-106784
Total AUM
$1.4B
Employees
12
Clients
474

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
472 N. SESSIONS STREET
UNIT #24
MARIETTA
GA 30060
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
404-549-6930

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,545
Discretionary
$1.1B
Accounts
1,457
Non-Discretionary
$309M
Accounts
88

ContactClients

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Individual Clients
216
AUM
$105.6M
HNW Individual Clients
232
AUM
$962.2M
Pension/Profit Sharing Plan Clients
7
AUM
$285.7M
Charitable Organization Clients
6
AUM
$7M
Insurance Company Clients
1
AUM
$11M
Corporation or Business Clients
5
AUM
$14.4M
Other Clients
7
AUM
$8.7M
Description of Other Clients
IRREVOCABLE TRUSTS

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALANCSCTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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