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| Marietta Wealth Management LLC
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| CRD # | 281782 |
| SEC # | 801-106784 |
| CIK # | 0001697847 |
| AUM | 1,394.5 M (2026-03-25) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-549-6930 |
| Address | 472 N Sessions Street Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure] |
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Item 5 Fees and Compensation). Refer to the third-party manager disclosure documents for information on minimum account size requirements or any other conditions for SMAs. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026) [Brochure] |
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ITEM 7 - TYPES OF CLIENTS We provide advisory services to individuals, families, trusts, and estates. Services may extend to entities related to you, such as business entities, partnerships, charitable organizations, retirement accounts, and retirement plans. We do not require a minimum account size; however, our services do have a minimum fee (See Item 5 Fees and Compensation). Refer to the third-party manager disclosure documents for information on minimum account size requirements or any other conditions for SMAs. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.0 | ||
| Apple Inc | 31.3 | ||
| Alphabet Inc | 23.0 | ||
| Broadcom Inc | 19.9 | ||
| Microsoft Corp | 19.4 | ||
| Wal Mart Stores Inc | 18.4 | ||
| Amazon Com Inc | 17.1 | ||
| Costco Wholesale Corp /NEW | 15.7 | ||
| ASML Holding NV | 15.6 | ||
| J P Morgan Chase & Co | 14.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 105.6 |
| (b) Individuals (high net worth individuals) | 232 | 962.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 285.7 |
| (h) Charitable organizations | 6 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 11.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 14.4 |
| (n) Other | 7 | 8.7 |
| Total | 1,545 | 1,394.5 |
| By Discretionary | ||
| Discretionary | 1,457 | 1,085.5 |
| Non-Discretionary | 88 | 309.0 |
| Total | 1,545 | 1,394.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 1,390.4 | |
| Total | 1,545 | 1,394.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697847] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
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