What departments does Marietta Wealth have?

Marietta Wealth has employees across 5 departments including Finance, Marketing, Customer Success, Operations, Analytics.

What is the largest department at Marietta Wealth?

The largest department at Marietta Wealth is Finance with 7 employees.

Where are Marietta Wealth employees located globally?

Marietta Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Marietta Wealth's team size changed over time?

Marietta Wealth's team has decreased from approximately 12 to 7 employees based on available data.

Marietta Wealth Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Marietta Wealth is a financial services firm based in Marietta, Georgia, that operates as an independent, fee-only advisory practice focused on comprehensive investment and retirement planning. Established in 2015, the company positions itself around a fiduciary standard, emphasizing client interests and a collaborative, partnership-based approach to guidance. The firm aims to help clients navigate their financial futures with a combination of professional expertise and personalized service, directing attention to long-term outcomes rather than short-term decisions. A recent development noted in public listings is an investment activity involving Linde plc, reflecting the firm’s ongoing client-focused investment decisions. The team operates within a small to mid-sized professional services environment, serving individual clients seeking structured, objective financial planning and asset strategy from a local firm in the southeastern United States.

Marietta Wealth Global Highlights

North America
22

United States Of America
22

Marietta Wealth's Leadership

B. C.
Chief Compliance Officer
Mobile Phone
Email
W. H.
Co-Founder & Principal
Mobile Phone
Email
B. C.
Co-Founder & Principal
Mobile Phone
Email
S. K.
Managing Principal, Co-Founder And Chief Investment Officer
Mobile Phone
Email
C. H.
Principal, Co-Founder And Financial Planner
Mobile Phone
Email
C. H. C. C.
Principal, Co-Founder And Financial Planner
Mobile Phone
Email
L. L.
Marketing Director
Mobile Phone
Email
J. R. M.
Director Of Retirement Plan Services
Mobile Phone
Email

Marietta Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Marietta Wealth

Name

Title

Contact Info

Location

Last Update

W. H.
Co-Founder & Principal
Mobile Phone
Email
United StatesGeorgia
Dec 18, 2025
S. K.
Managing Principal, Co-Founder And Chief Investment Officer
Mobile Phone
Email
Jun 08, 2026
C. H.
Principal, Co-Founder And Financial Planner
Mobile Phone
Email
United StatesGeorgia
Jun 25, 2026
B. C.
Co-Founder & Principal
Mobile Phone
Email
Oct 18, 2025
B. C.
Chief Compliance Officer
Mobile Phone
Email
United StatesGeorgia
Jul 06, 2025
C. H. C. C.
Principal, Co-Founder And Financial Planner
Mobile Phone
Email
Jun 08, 2026
L. L.
Marketing Director
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
J. R. M.
Director Of Retirement Plan Services
Mobile Phone
Email
United StatesGeorgia
Mar 25, 2026
R. E.
Account Manager
Mobile Phone
Email
Oct 21, 2024
C. P. M.
Senior Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Oct 09, 2025

Frequently Asked Questions

What is Marietta Wealth known for?

Marietta Wealth was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 472 North Sessions Street Suite 24 Marietta, Georgia 30060 United States; you can contact the main corporate office by phone at

+1-404-406-****

. Explore Marietta Wealth's company overview page for more information.

What is Marietta Wealth's most common email format?

Marietta Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marietta Wealth email formats with LeadIQ.

How many employees does Marietta Wealth have currently?

Marietta Wealth has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Marietta Wealth's key employees and leadership?

As of May 2026, Marietta Wealth's key employees include:

Chief Compliance Officer: B. C.
Co-Founder & Principal: W. H.
Co-Founder & Principal: B. C.
Managing Principal, Co-Founder And Chief Investment Officer: S. K.
Principal, Co-Founder And Financial Planner: C. H.

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Marietta Wealth Employee Directory

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