CRD: 281782
Marietta Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-15-2015
- Office Locations
- 1
Office Locations
About Marietta Wealth Management, LLC
Marietta Wealth is a fee-only RIA in Marietta, GA providing comprehensive financial planning and customized portfolio management with ongoing plan reviews. The team focuses on aligning investments and retirement planning to client life goals, and managed accounts are predominantly ETF-based. Client assets are custodied at Charles Schwab, with tools such as eMoney and Tamarac supporting the advice process.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 25, 2026, reported AUM increased 43.1%, from $974.4M to $1.4B.
Across 5 reported observations, AUM increased 37.9% between November 4, 2022 and March 25, 2026, from $1.0B to $1.4B.
Of the latest reported AUM, 77.8% is discretionary and 22.2% is non-discretionary.
The firm reports 9 advisory representatives and 478 clients, or 53.1 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
SCOTT LEWIS KELLER
Financial Advisor, General Partner, Managing Member
- CRD
- #3057544
- Ownership
- 25% but less than 50%
BENJAMIN HARRINGTON CROWE
Financial Advisor, General Partner, Managing Member
- CRD
- #4641679
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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LISA BETH GARRIS
Financial Advisor
- CRD
- #7367042
Cara Powell Marinovich
Financial Advisor, General Partner
- CRD
- #6750979
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,085,507,722 | $745,029 |
| Non-Discretionary | $309,036,854 | $3,511,782 |
| Total | $1,394,544,576 | $902,618 |
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Separately Managed Accounts
SMA allocation detail is available
Marietta Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Marietta Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.