Marietta Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Marietta Wealth Management reports 474 clients. They include 232 high-net-worth individuals, 216 individual clients, and 7 pension and profit-sharing plans. Of its assets, 77.8% ($1.09B across 1,457 accounts) are managed with discretion; $309M across 88 accounts are not. Of its clients, 1% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 8% |
| High-net-worth individuals | 49% | 69% |
| Pension and profit-sharing plans | 1% | 20% |
| Charitable organizations | 1% | <1% |
| Insurance companies | <1% | <1% |
| Other client typesCorporations and other businesses; Other | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 216 | $106M | 7.6% | $489K |
| High-net-worth individuals | 232 | $962M | 69.0% | $4.15M |
| Pension and profit-sharing plans | 7 | $286M | 20.5% | $40.8M |
| Charitable organizations | 6 | $6.96M | 0.5% | $1.16M |
| Insurance companies | 1 | $11M | 0.8% | $11M |
| Corporations and other businesses | 5 | $14.4M | 1.0% | $2.88M |
| Other | 7 | $8.7M | 0.6% | $1.24M |
| Total | 474 | $1.39B | 100% | $2.94M |
- Clients
- 216
- Regulatory AUM
- $106M
- AUM share
- 7.6%
- Avg. per client
- $489K
- Clients
- 232
- Regulatory AUM
- $962M
- AUM share
- 69.0%
- Avg. per client
- $4.15M
- Clients
- 7
- Regulatory AUM
- $286M
- AUM share
- 20.5%
- Avg. per client
- $40.8M
- Clients
- 6
- Regulatory AUM
- $6.96M
- AUM share
- 0.5%
- Avg. per client
- $1.16M
- Clients
- 1
- Regulatory AUM
- $11M
- AUM share
- 0.8%
- Avg. per client
- $11M
- Clients
- 5
- Regulatory AUM
- $14.4M
- AUM share
- 1.0%
- Avg. per client
- $2.88M
- Clients
- 7
- Regulatory AUM
- $8.7M
- AUM share
- 0.6%
- Avg. per client
- $1.24M
Total
- Clients
- 474
- Regulatory AUM
- $1.39B
- AUM share
- 100%
- Avg. per client
- $2.94M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Marietta Wealth Management charges 0.50%–1.00% a year for its Wealth Management Program. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.90% |
| $2M–$3M | 0.80% |
| $3M–$4M | 0.70% |
| $4M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning Service Fee
- Financial planning fees are negotiable and typically range from $0 to $10,000; hourly consulting on topics outside asset management or financial planning will not exceed $350 an hour.
Scott Keller owns 25% to 50% of Marietta Wealth Management. The leadership team of Marietta Wealth Management includes Chief Compliance Officer Kurt Wachholz. It has 12 employees, 9 of them in advisory roles.
Staff
- 12 employees
- 9 in advisory functions
- 8 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Marietta Wealth Management, LLC
Scott Keller
Control person · since October 2015
- Owns 10% to 25% of Marietta Wealth Management, LLC
Wesley Hackney
Control person · since October 2015
- Owns 10% to 25% of Marietta Wealth Management, LLC
Charles Holloway
Control person · since October 2015
- Owns 10% to 25% of Marietta Wealth Management, LLC
Benjamin Crowe
Control person · since November 2015
Marietta Wealth Management’s regulatory assets grew 1.8× from $795M (March 2021) to $1.39B (March 2026); clients rose from 352 to 474 and employees from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.39B | 474 | 12 | 1 |
| Mar 2025March 2025 | $974M | 429 | 12 | 1 |
| Mar 2024March 2024 | $1.15B | 425 | 11 | 1 |
| Mar 2023March 2023 | $916M | 412 | 11 | 1 |
| Jun 2022June 2022 | $1.01B | 387 | 11 | 1 |
| Mar 2021March 2021 | $795M | 352 | 10 | 1 |
Besides its headquarters, Marietta Wealth Management has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 472 N. Sessions Street, Unit #24, MariettaHQ
Contact and registration details
- Legal name
- Marietta Wealth Management, LLC
- Headquarters
- 472 N. Sessions Street, Unit #24, Marietta, GA 30060
- Website
- mariettawealth.com
- Phone
- 404-549-6930
- @marietta-wealth-management
- SEC file
- 801-106784
- Structure
- Georgia LLC
- Fiscal year end
- December
Marietta Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($1.11B, 81%) and Pershing ($256M, 19%). Marietta Wealth Management has custody of $453M for 363 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.11B81%
- PershingPershing LLC · Jersey City, NJ · $256M19%
At year end, Marietta Wealth Management’s separately managed accounts were mostly in stocks (68%) and funds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $971M across 133 positions; the largest are Alphabet Inc. (5.8%), Nvidia Corporation (3.9%) and Apple Inc. (3.7%).
What the accounts hold
- Stocks68%
- Funds21%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash6%
How many clients does Marietta Wealth Management have?
Marietta Wealth Management has 474 clients and manages $1.39 billion for them, as of March 2026. They include 232 high-net-worth individuals, 216 individual clients, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Marietta Wealth Management offer?
Marietta Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Marietta Wealth Management charge?
Marietta Wealth Management charges 0.50%–1.00% a year for its Wealth Management Program. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Marietta Wealth Management use?
Marietta Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.11B and Pershing LLC (Jersey City, NJ), with $256M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Marietta Wealth Management have?
Marietta Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Marietta Wealth Management invest in?
At the end of its last fiscal year, Marietta Wealth Management’s separately managed accounts held 68% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 4% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Marietta Wealth Management?
Marietta Wealth Management’s direct owners are Wesley Hackney, Charles Holloway, Scott Keller and Benjamin Crowe, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Marietta Wealth Management get paid?
Marietta Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Marietta Wealth Management?
Marietta Wealth Management’s main office is at 472 N. Sessions Street, Unit #24, Marietta, GA 30060. Its phone number is 404-549-6930. Its website is mariettawealth.com.