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Home > Retirement Planners > georgia > marietta > MARIETTA WEALTH MANAGEMENT, LLC
MARIETTA WEALTH MANAGEMENT, LLC
472 N. Sessions Street
Unit #24
Marietta, Georgia 30060
Tel: 404-549-6930
About MARIETTA WEALTH MANAGEMENT, LLC
MARIETTA WEALTH MANAGEMENT, LLC, formally registered with the SEC as MARIETTA WEALTH MANAGEMENT, LLC. The firm was established in 10/15/2015. They have over 1 offices throughout the country.
MARIETTA WEALTH MANAGEMENT, LLC is a Marietta, Georgia based Financial Planning firm with nearly $1,147,123,280 assets under management, offering retirement planning & investment advisory services to 1298 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281782 |
| SEC# | 801-106784 |
| Assets Managed by Firm | $1,147,123,280 |
| No. of Clients | 1298 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1298 | $1,147,123,280 |
| Individuals (other than high net worth individuals) | 157 | $54,307,999 |
| High net worth individuals | 216 | $669,935,039 |
| Pension and profit sharing plans | 31 | $380,150,602 |
| Charitable organizations | 7 | $5,499,604 |
| Corporations or other businesses | 5 | $9,031,763 |
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