Marietta Wealth Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.1B
- Clients
- 474
- Avg AUM / client
- $2.9M
- Accounts
- 1,545
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 216 | $106M | 7.57% |
| High net worth individuals | 232 | $962M | 69.0% |
| Pension and profit sharing plans | 7 | $286M | 20.5% |
| Charitable organizations | 6 | $7.0M | 0.5% |
| Insurance companies | 1 | $11.0M | 0.79% |
| Corporations and other businesses | 5 | $14.4M | 1.03% |
| Other | 7 | $8.7M | 0.62% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jackson Spalding, Inc. Profit Sharing 401(k) Plan Jackson Spalding, Inc. | 2024 | |
| Octapharma Usa, Inc. Retirement 401(k) Plan Octapharma Usa, Inc. | 2024 | |
| Octapharma Plasma, Inc. 401 K Plan Octapharma Plasma, Inc. | 2024 | |
| Nawco Profit Sharing Plan N.A. Williams Co. Inc. | 2024 | |
| The Wrench Group Retirement Plan The Wrench Group | 2024 | |
| Mar Jac Poultry, Inc. 401(k) And Profit Sharing Plan Mar Jac Poultry, Inc. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Betts Holloway | Managing Member | CFP | Oct 2015 (11y) | 10% – 25% |
| Scott Lewis Keller | Managing Member | CFA | Oct 2015 (11y) | 25% – 50% |
| Wesley Neal Hackney | Managing Member | CFP | Oct 2015 (11y) | 10% – 25% |
| Benjamin Harrington Crowe | Managing Member | CFP CFA | Nov 2015 (11y) | 10% – 25% |
| Wachholz, Kurt, Edward | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Stephen Alan Michael | Registered representative | Jan 2016 (11y) | ||
| Cara Powell Marinovich | Registered representative | CFP | Mar 2019 (7y) | |
| John R Massey | Registered representative | Mar 2020 (6y) | ||
| Lisa Beth Garris | Registered representative | CFP | May 2021 (5y) | |
| Pierre Leon Soree | Registered representative | CFP | Dec 2021 (5y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jackson Spalding, Inc. Profit Sharing 401(k) Plan | Jackson Spalding, Inc. | 160 | $20.4M | 01/01/2024 |
| Octapharma Usa, Inc. Retirement 401(k) Plan | Octapharma Usa, Inc. | 164 | $29.8M | 01/01/2024 |
| Octapharma Plasma, Inc. 401 K Plan | Octapharma Plasma, Inc. | 4,388 | $106M | 01/01/2024 |
| Nawco Profit Sharing Plan | N.A. Williams Co. Inc. | 108 | $44.0M | 01/01/2024 |
| The Wrench Group Retirement Plan | The Wrench Group | 6,705 | $137M | 01/01/2024 |
| Mar Jac Poultry, Inc. 401(k) And Profit Sharing Plan | Mar Jac Poultry, Inc. | 2,251 | $89.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (80% of AUM) Mar 2026
- Pershing $256M (18% of AUM) Mar 2026
- Massachusetts Mutual Life Insurance Company $122M (15% of AUM) Sep 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗