Wealth manager, independent · Marietta, GA
Marietta Wealth Management, LLC
SEC-registered investment adviser · CRD 281782 · SEC 801-106784
At a glance
Marietta Wealth Management, LLC is an SEC-registered investment adviser based in Marietta, Georgia, with $1.4B in regulatory assets under management as of its Form ADV filed March 25, 2026. It reports 448 individual clients, 232 of them high-net-worth, holding an average of about $2.4 million each, and 12 employees. That ranks it 795th among the nation’s 5,657 independent wealth management RIAs and 31st of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing.
Main office 404-549-6930mariettawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #795 of 5,657
- Rank among all SEC RIAs
- #4,464 of 17,210
- Rank in Georgia
- #31 of 171
- Individual clients
- 448
- High-net-worth clients
- 232
- Accounts
- 1,545
- Discretionary
- 78% of AUM
- Employees
- 12
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Wesley N. HackneyManaging Member
- Charles B. HollowayManaging Member
- Scott L. KellerManaging Member
- BENJAMIN H. CROWEManaging Member
- Kurt E. WachholzChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Marietta Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 232 | $962M | 69% |
| Pension and profit sharing plans | 7 | $286M | 20% |
| Individuals | 216 | $106M | 8% |
| Corporations or other businesses | 5 | $14M | 1% |
| Insurance companies | 1 | $11M | <1% |
| Other | 7 | $9M | <1% |
| Charitable organizations | 6 | $7M | <1% |
Disciplinary disclosures
Marietta Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mariettawealth.com ↗
AtlasMembers
The full record on Marietta Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,670 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Cannon Financial Strategists, Inc.Athens | $1.7B | 986 |
| Rollins Financial Advisors, LLCAtlanta | $1.6B | 982 |
| Asset AdvisorsAugusta | $1.4B | 456 |
| Richard Young AdvisorsAugusta | $1.2B | 1,940 |
| Berkeley Capital Partners, LLCMilton | $1.1B | 1,557 |
| SB Advisory, LLCAtlanta | $1.1B | 2,634 |
Background
Questions
How much does Marietta Wealth Management, LLC manage?
Marietta Wealth Management, LLC reports $1.4B in regulatory assets under management across 1,545 accounts, 78% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
How many clients does Marietta Wealth Management, LLC have?
It reports 448 individual clients: 232 high-net-worth individuals and 216 other individuals. Individuals account for about 77% of its regulatory assets.
Where is Marietta Wealth Management, LLC headquartered?
Its main office is in Marietta, Georgia. It reports 1 office in total and 12 employees, 9 of whom perform investment advisory functions.
How does Marietta Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Marietta Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing. On Schedule D of its Form ADV filed March 25, 2026, it reports these amounts held: Charles Schwab ($1.1B); BNY Pershing ($256M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Marietta Wealth Management, LLC a hybrid RIA with a broker-dealer?
Marietta Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Marietta Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Marietta Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Marietta Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →