Marotta Wealth Management, Inc.

Marotta Wealth Management, Inc. (CRD# 115645) is a financial advisory firm headquartered in Charlottesville, VA. They manage $365,542,807 in 1,269 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    1,269
    ACCOUNTS
  • Average Account Value
    $288,056
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)
  • Educational seminars/workshops
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, IL, NC, NJ, NY, TX, VA, WA

Financial Advisors at Marotta Wealth Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Austin J. Fey
CRD#: 5868164
Charlottesville, VA 22903

Austin Fey (CRD# 5868164) 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.

2
Courtney R. Fraser
CRD#: 6695894
Charlottesville, VA 22903

Courtney Fraser (CRD# 6695894) 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. Courtney Fraser 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.

3
David John Marotta
CRD#: 3120641
Charlottesville, VA 22903
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.
4
Megan N. McManus
CRD#: 6742692
Charlottesville, VA 22903

Megan McManus (CRD# 6742692) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has 1 year of experience in the finance industry.

5
Elias J. McQuade
CRD#: 6696006
Charlottesville, VA 22903

Elias McQuade (CRD# 6696006) 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.

6
Beth A. Nedelisky
CRD#: 5138977
Charlottesville, VA 22903

Beth Nedelisky (CRD# 5138977) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 13 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.

7
Elizabeth L. Woodrum
CRD#: 6820637
Charlottesville, VA 22903

Elizabeth Woodrum (CRD# 6820637) 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.

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