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Vice President, COO · Marotta Wealth Management, Inc.

Megan M. Russell

CRD 7335965 · Named on Form ADV at one SEC-registered adviser

At a glance

Marotta Wealth Management, Inc., an SEC-registered wealth manager based in Charlottesville, VA with $686 million in regulatory assets, lists Megan M. Russell on its Form ADV as Vice President, COO, a control person.

Firms and roles

AtlasMembers

Megan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David J. MarottaPresident/chief Compliance Officer, Marotta Wealth Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.