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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) |
| 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) | |
|---|---|---|---|
| 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 | ||
| Goldman Sachs Group Inc | 14.5 | ||
| Lilly Eli & Co | 13.0 | ||
| United Technologies Corp /DE/ | 12.7 | ||
| Netflix Inc | 11.8 | ||
| Linde PLC | 11.8 | ||
| Home Depot Inc | 11.5 | ||
| Facebook Inc | 10.7 | ||
| Visa Inc | 10.5 | ||
| Palo Alto Networks Inc | 10.5 | ||
| BlackRock Inc | 10.2 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pivot Capital Partners LLC
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|
IL | 1,400.0 M |
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Verity and Verity LLC
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SC | 1,399.6 M |
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Laurel Oak Wealth Management LLC
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NJ | 1,399.3 M |
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Asset Advisors Investment Management LLC
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GA | 1,399.0 M |
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St Denis J Villere & Co LLC
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LA | 1,397.8 M |
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Matrix Asset Advisors Inc
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NY | 1,397.5 M |
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Trustmont Advisory Group Inc
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PA | 1,395.3 M |
|
Inspirion Wealth Advisors LLC
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|
IL | 1,394.3 M |
|
Syntegra Private Wealth Group LLC
✚
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MO | 1,393.1 M |
|
Hazlett Burt & Watson Inc
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|
WV | 1,388.5 M |