Marietta Investment Partners, LLC

Marietta Investment Partners, LLC (CRD# 108479) is a financial advisory firm headquartered in Milwaukee, WI. They manage $341,478,381 in 317 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $1,077,219
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX, WI

Financial Advisors at Marietta Investment Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jonathan A. Smucker
CRD#: 6163725
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
100
Wealthminder
score

Jonathan Smucker (CRD# 6163725) is a Portfolio Manager working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.

2
John T. Evans
CRD#: 851671
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
93
Wealthminder
score

John Evans (CRD# 851671) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 22 years of experience in the finance industry.

3
Robert B. Pieters
CRD#: 5815279
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
93
Wealthminder
score

Robert Pieters (CRD# 5815279) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 6 years of experience in the finance industry.

4
Mary T. Allmon
CRD#: 6037044
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
90
Wealthminder
score

Mary Allmon (CRD# 6037044) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 3 years of experience in the finance industry.

5
Robert C. Draper
CRD#: 6172609
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
89
Wealthminder
score

Robert Draper (CRD# 6172609) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 3 years of experience in the finance industry.

6
James M. Rauh
CRD#: 371488
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
73
Wealthminder
score

James Rauh (CRD# 371488) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 31 years of experience in the finance industry.

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