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- Custodian
- Charles Schwab & Company · Interactive Brokers · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Quantum summitWave
- 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.
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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%
Frontier zenith
Quantum beacon
- CRD
- #39996
- Ownership
- 21.9%
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
Focus catalyst
Signal alpha pioneer
- CRD
- #33115
Showing 2 of 10 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
Total SMA Asset: $1,394,544,576
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $863,960,623 | 27.9% |
| Public Funds | $1,040,468,707 | 33.6% |
| Cash | $387,079,132 | 12.5% |
| U.S. Government/Agency | $322,049,838 | 10.4% |
| Municipal Bonds | $483,074,756 | 15.6% |
| Total | $3,096,633,056 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT PIONEER | QUANTUM RADIAL | 14WA80W04 | RFUN | 2.00% | $93,543,008 |
| PEAK EMBER | UNISON CATALYST | 2WAIJ9ZZ4 | XVZ | 2.54% | $64,146,348 |
| BRIDGE FRONTIER | RADIAL RIDGE | EQPAFJQ79 | JXUG | 4.88% | $54,160,634 |
| FRONTIER VECTOR FOUNDATION | OPTIMA PEAK | L99E1FBFA | AUJJU | 12.32% | $30,815,822 |
| SIGNAL FOUNDATION RIDGE | LEGACY NORTH | 6U2UNRQZL | BLNN | 4.26% | $61,869,350 |
| CATALYST QUANTUM ATLAS | VECTOR MOMENTUM | CSUH4PA4W | OILBA | 7.35% | $49,160,665 |
| NORTH VECTOR BEACON | CAPITAL GLACIER | FFYMEEWW2 | JXGD | 7.51% | $79,245,349 |
| HORIZON CATALYST SIGNAL | OPTIMA RIDGE | 9UQPG6EXJ | NDN | 3.74% | $88,114,139 |