{"url":"https://nivawealth.com/firms/marotta-asset-management-115645","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/115645","regulatoryAum":686035648,"crd":"115645","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6820637","suffix":null,"lastName":"Brew","firstName":"Elizabeth","middleName":"Louise"},{"crd":"7918241","suffix":null,"lastName":"Brynmor","firstName":"James","middleName":"Michael"},{"crd":"7783075","suffix":null,"lastName":"Goldston","firstName":"Alexandra","middleName":"Elizabeth"},{"crd":"7134714","suffix":null,"lastName":"Horbaly","firstName":"Elizabeth","middleName":"Friday"},{"crd":"3120641","suffix":null,"lastName":"MAROTTA","firstName":"DAVID","middleName":"JOHN"},{"crd":"7257938","suffix":null,"lastName":"Massanopoli","firstName":"Jacob","middleName":"Lee"},{"crd":"6695894","suffix":null,"lastName":"Regan","firstName":"Courtney","middleName":"Fraser"},{"crd":"7335965","suffix":null,"lastName":"Russell","firstName":"Megan","middleName":"Marotta"},{"crd":"7265104","suffix":null,"lastName":"Vairo","firstName":"Greg","middleName":"Taylor"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-16","regulatoryAum":470739847,"clients":358,"employees":16,"offices":1},{"filedOn":"2022-03-21","regulatoryAum":569583576,"clients":407,"employees":16,"offices":1},{"filedOn":"2023-05-30","regulatoryAum":524764296,"clients":363,"employees":17,"offices":1},{"filedOn":"2024-03-12","regulatoryAum":591213683,"clients":370,"employees":18,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":603847208,"clients":370,"employees":16,"offices":1},{"filedOn":"2026-10-01","regulatoryAum":686035648,"clients":366,"employees":16,"offices":1}],"secFileNumber":"801-62848","legalName":"Marotta 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The fee is billed in advance.","source":"MAROTTA WEALTH MANAGEMENT 2026-10, filed 1 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Marotta Asset Management use?","answer":"Marotta Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $493M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Marotta Asset Management have?","answer":"Marotta Asset Management has 9 investment adviser representatives registered with state securities authorities, out of 16 employees, and 12 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Marotta Asset Management invest in?","answer":"At the end of its last fiscal year, Marotta Asset Management’s separately managed accounts held 86% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Marotta Asset Management?","answer":"Marotta Asset Management’s direct owner is David Marotta (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Marotta Asset Management get paid?","answer":"Marotta Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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