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| Happy Holidays!! thanks for using AUM13F!! |
| Marietta Wealth Management LLC
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| CRD # | 281782 |
| SEC # | 801-106784 |
| CIK # | 0001697847 |
| AUM | $974.4 M (2025-03-21) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 404-549-6930 |
| Address | 472 N Sessions Street Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697847 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 30.2 | ||
| Nvidia Corp | 29.8 | ||
| Apple Inc | 24.9 | ||
| Microsoft Corp | 23.8 | ||
| Broadcom Inc | 18.2 | ||
| Amazon Com Inc | 15.8 | ||
| Netflix Inc | 15.1 | ||
| Wal Mart Stores Inc | 14.5 | ||
| J P Morgan Chase & Co | 14.3 | ||
| Costco Wholesale Corp /NEW | 14.1 | ||
| Goldman Sachs Group Inc | 12.6 | ||
| Facebook Inc | 12.2 | ||
| Home Depot Inc | 11.4 | ||
| VISA Inc | 11.2 | ||
| Linde PLC | 11.0 | ||
| Lilly Eli & Co | 10.5 | ||
| BlackRock Inc | 10.2 | ||
| United Technologies Corp /DE/ | 10.1 | ||
| Intuit Inc | 10.0 | ||
| Palo Alto Networks Inc | 9.7 | ||
| ASML Holding NV | 8.7 | ||
| Blackstone Group LP | 8.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 80.3 |
| (b) Individuals (high net worth individuals) | 225 | 838.1 |
| (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 | 4 | 9.5 |
| (h) Charitable organizations | 6 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 21.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 10.5 |
| (n) Other | 8 | 8.2 |
| Total | 1,390 | 974.4 |
| By Discretionary | ||
| Discretionary | 1,295 | 927.6 |
| Non-Discretionary | 95 | 46.7 |
| Total | 1,390 | 974.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 970.6 | |
| Total | 1,390 | 974.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697847] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit X
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|
MO | 1.0 |
|
Corbyn Investment Management Inc
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|
MD | 1.0 |
|
Fulcrum Capital LLC
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WA | 1.0 |
|
Financial Partners Group Inc
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KS | 1.0 |
|
Stage Harbor Financial LLC
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|
MA | 1.0 |
|
Sequent Asset Management LLC
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TX | 1.0 |
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Financial Advisory Corporation
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MI | 1.0 |
|
Aviance Capital Partners LLC
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|
FL | 1.0 |
|
Insight Wealth Partners LLC
✚
|
TX | 1.0 |
|
John Moore & Associates Inc
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|
NM | 1.0 |