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| Marietta Wealth Management LLC
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| |
|---|---|
| CRD # | 281782 |
| SEC # | 801-106784 |
| CIK # | 0001697847 |
| AUM | $1.1 BB (2024-03-29) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 404-549-6930 |
| Address | 472 N Sessions Street Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 28.1 | |
| AAPL | 2,382,844.0 | 24.6 | |
| NVDA | 399,550.0 | 23.3 | |
| MSFT | 1,918,222.4 | 19.2 | |
| AMZN | 1,092,997.8 | 13.2 | |
| COST | 207,576.9 | 11.9 | |
| LLY | 301,789.7 | 11.7 | |
| AVGO | 201,282.9 | 11.1 | |
| WMT | 335,434.5 | 10.5 | |
| JPM | 340,169.2 | 10.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 54.3 |
| (b) Individuals (high net worth individuals) | 216 | 669.9 |
| (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 | 31 | 380.2 |
| (h) Charitable organizations | 7 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 20.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.0 |
| (n) Other | 8 | 8.1 |
| Total | 1,298 | 1,147.1 |
| By Discretionary | ||
| Discretionary | 1,185 | 735.1 |
| Non-Discretionary | 113 | 412.1 |
| Total | 1,298 | 1,147.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 1,143.9 | |
| Total | 1,298 | 1,147.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697847] |
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