Marietta Wealth Management, LLC
Marietta Wealth Management, LLC is an independent registered investment adviser headquartered in Marietta, Georgia. The firm provides wealth management and investment advisory services to individuals, families, and institutions. The company is structured as an LLC and is registered with the SEC. Marietta Wealth Management was founded in 2015 and has grown to manage hundreds of millions in assets for its clients. The firm emphasizes a client-focused, tailored approach to financial planning and investment management. The staff includes investment professionals and support team members dedicated to personalized service.
Investment Strategy
Marietta Wealth Management, LLC employs a disciplined, diversified, and long-term investment approach tailored to each client's financial goals, risk tolerance, and personal circumstances. The firm builds portfolios focused on broad diversification across asset classes, including equities, fixed income, and other vehicles. They emphasize a combination of individual securities and exchange-traded funds, rebalancing portfolios as needed to align with changing markets and client needs. The firm aims to build and preserve wealth through prudent management, detailed research, and ongoing communication with clients.
Top Holdings
Equity Positions (119)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.30% | $35.2M | 188,660 | $14.25 | $186.58 | +$5.4M |
A AAPL | APPLE INC | 3.84% | $31.4M | 123,395 | $60.08 | $254.63 | +$6.5M |
M MSFT | MICROSOFT CORP | 3.08% | $25.2M | 48,628 | $133.64 | $517.95 | +$1.4M |
I IEMG | ISHARES INC | 3.01% | $24.6M | 373,366 | $52.90 | $65.92 | +$2.6M |
V VO | VANGUARD INDEX FDS | 2.80% | $22.9M | 77,972 | $191.56 | $293.74 | +$588.0K |