CRD: 115645
Marotta Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor atlasMatrix capital +more
- Established Date
- 03-10-2004
- Office Locations
- 3
Office Locations
About Marotta Wealth Management, Inc.
Marotta Wealth Management is a fee-only, fiduciary advisory team based in Charlottesville, VA providing comprehensive financial planning and ongoing wealth management. The firm is a fit for busy “super-savers” such as small business owners and university professors who want to delegate portfolio and planning decisions. Investment implementation appears ETF-centric, with Schwab as a key custodian, and the team publishes practical guidance on topics like RMDs and HSAs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID JOHN MAROTTA
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #3120641
- Ownership
- 75% or more
Megan Marotta Russell
Chief Operating Officer, VICE PRESIDENT
- CRD
- #7335965
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Elizabeth Louise Brew
Wealth Manager
- CRD
- #6820637
Alexandra Elizabeth Goldston
--
- CRD
- #7783075
Fusion unison
Signal frontier
- CRD
- #97102
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $660,898,118 | $369,217 |
| Non-Discretionary | $25,137,530 | $160,112 |
| Total | $686,035,648 | $352,355 |
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Separately Managed Accounts
Total SMA Asset: $686,035,648
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $583,953,593 | 18.4% |
| Public Funds | $1,482,099,609 | 46.7% |
| Cash | $1,107,607,631 | 34.9% |
| Total | $3,173,660,833 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM NORTH | QUANTUM EMBER | LT6WPQZ2Q | EYV | 8.43% | $18,664,355 |
| QUANTUM LEGACY ATLAS | PEAK OPTIMA | LCI176H2Y | RYFRD | 2.12% | $76,477,096 |
| PATHWAY HARBOR | DELTA FOCUS | WQ5JK6DTX | PXV | 3.89% | $106,579,481 |
| CATALYST WAVE | ELEMENT VITAL | FIZGAXOZW | TEXTJ | 7.62% | $76,132,539 |
| OPTIMA RIDGE | INSIGHT HORIZON | NZL3P8R59 | BSX | 12.48% | $54,472,907 |
| PIONEER LEGACY | RIDGE UNISON | N84TZCN2N | NVF | 9.17% | $52,246,629 |
| MERIDIAN QUANTUM | GLACIER EMBER | T1ZOS27W7 | UGA | 3.23% | $83,012,960 |
| TIMBER GLACIER | OAK DELTA | SZ8U78D08 | XVSNW | 4.80% | $44,897,982 |