Marotta Wealth Management, Inc.

Marotta Wealth Management, Inc. (CRD# 115645) is a financial advisory firm headquartered in Charlottesville, VA. They manage $258,006,260 in 973 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    973
    ACCOUNTS
  • Average Account Value
    $265,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, GA, NC, NJ, NY, TX, VA, WA

Financial Advisors at Marotta Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
David John Marotta
CRD#: 3120641
1000 Ednam Center, Suite 200, Charlottesville, VA 22903
103
Wealthminder
score
David Marotta (CRD# 3120641) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 9 years of experience in the finance industry. David Marotta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Robert F. Arms
CRD#: 1037457
1000 Ednam Center, Suite 200, Charlottesville, VA 22903
96
Wealthminder
score

Robert Arms (CRD# 1037457) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 29 years of experience in the finance industry.

3
Matthew J. Illian
CRD#: 4411060
1000 Ednam Center, Suite 200, Charlottesville, VA 22903
96
Wealthminder
score

Matthew Illian (CRD# 4411060) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 15 years of experience in the finance industry. Matthew Illian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Beth A. Nedelisky
CRD#: 5138977
1000 Ednam Center, Suite 200, Charlottesville, VA 22903
96
Wealthminder
score

Beth Nedelisky (CRD# 5138977) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 10 years of experience in the finance industry. Beth Nedelisky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David M. Loughin
CRD#: 6544626
1000 Ednam Center, Suite 200, Charlottesville, VA 22903
87
Wealthminder
score

David Loughin (CRD# 6544626) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has 1 year of experience in the finance industry.

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