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Building 2MAROTTA WEALTH MANAGEMENT, INC.

Map pinCHARLOTTESVILLE, VA
Phone434-244-0000
NotebookSEC #801-62848
Total AUM
$686M
Employees
16
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 EDNAM CENTER
SUITE 200
CHARLOTTESVILLE
VA 22903-4615
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
434-244-0000

ReceiptFinancials

Total AUM
$686M
Accounts
1,947
Discretionary
$660.9M
Accounts
1,790
Non-Discretionary
$25.1M
Accounts
157

ContactClients

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Individual Clients
169
AUM
$52.6M
HNW Individual Clients
185
AUM
$610.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
10
AUM
$22.2M
Charitable Organization Clients
2
AUM
$849.4K
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGAILMDMNNCNHNJNYPASCTNTXVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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