Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. (CRD# 115645) is a financial advisory firm headquartered in Charlottesville, VA. They manage $591,213,683 in 1,987 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management591MILLION
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Total Number of Accounts1,987ACCOUNTS
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Average Account Value$297,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, DC, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NY, PA, TN, TX, UT, VA, VT, WA, WI
Elizabeth Brew (CRD# 6820637) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 6 years of experience in the finance industry.
Austin Fey (CRD# 5868164) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 7 years of experience in the finance industry.
Elias McQuade (CRD# 6696006) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 7 years of experience in the finance industry.
Beth Nedelisky (CRD# 5138977) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 17 years of experience in the finance industry.
Courtney Regan (CRD# 6695894) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 7 years of experience in the finance industry.
Elizabeth Horbaly (CRD# 7134714) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 4 years of experience in the finance industry.
Alexandra Parker (CRD# 7337568) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 3 years of experience in the finance industry.
Megan Russell (CRD# 7335965) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has 1 year of experience in the finance industry.
Greg Vairo (CRD# 7265104) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 2 years of experience in the finance industry.