Marotta Wealth Management, Inc. Email Format

Financial ServicesVirginia, United States11-50 Employees

Marotta Wealth Management, Inc. is a fee-only financial advisory team based in Charlottesville, Virginia, providing comprehensive financial planning to help clients pursue their financial goals. As fiduciaries, they work on the client’s side to offer a high level of service and guidance within the financial services sector, emphasizing objective, client-focused planning.
The firm operates within the financial services industry, serving individual and family investors as part of a broader advisory ecosystem. The organization is headquartered in Charlottesville and appears to serve a regional market, reflecting the profile of a mid-sized advisory practice. Recent activity noted in public sources indicates investments managed through their asset management arm, including stakes in several well-known funds and equities, illustrating their ongoing engagement in diversified portfolios.

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