Marotta Wealth Management, INC.
Charlottesville, VA·SEC-registered · CRD #115645
Marotta Wealth Management, INC. is an SEC-registered investment advisory firm in Charlottesville, VA managing $686M across 2.1k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$686M
Client accounts
2.1k
Advisory staff
12
Fee model
Fee-based
How Marotta Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL MAROTTA WEALTH MANAGEMENT, INC.
See how Marotta compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Marotta Wealth Management, INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Marotta Wealth Management, INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Marotta Wealth Management, INC.
How much does Marotta Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (03/20/2026), Marotta Wealth Management, INC. reports $686M in regulatory assets under management across roughly 2.1k client accounts.
How does Marotta Wealth Management, INC. charge?
Marotta Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Marotta Wealth Management, INC. a fiduciary?
Yes. Marotta Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #115645), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Marotta Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Marotta Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Charlottesville, VA
Profile compiled from Marotta Wealth Management, INC.'s public SEC Form ADV filing (CRD #115645, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Marotta Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Marotta Wealth Management, INC.? Claim this profile.