MAROTTA WEALTH MANAGEMENT, INC.

1000 Ednam Center
Suite 200
Charlottesville, Virginia 22903-4615
Tel: 434-244-0000

About MAROTTA WEALTH MANAGEMENT, INC.

MAROTTA WEALTH MANAGEMENT, INC, formally registered with the SEC as MAROTTA WEALTH MANAGEMENT, INC. The firm was established in 03/10/2004. They have over 1 offices throughout the country.

MAROTTA WEALTH MANAGEMENT, INC. is a Charlottesville, Virginia based Financial Planning firm with nearly $591,213,683 assets under management, offering retirement planning & investment advisory services to 1987 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115645
SEC#	801-62848
Assets Managed by Firm	$591,213,683
No. of Clients	1987
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1987	$591,213,683
Individuals (other than high net worth individuals)	189	$63,559,729
High net worth individuals	169	$507,943,187
Pension and profit sharing plans	10	$18,598,864
Charitable organizations	2	$1,111,903

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