DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MAROTTA WEALTH MANAGEMENT, INC.

MAROTTA ASSET MANAGEMENT, INC., CRD 115645

CHARLOTTESVILLE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e4c9790-cf13-1645-73ec-cb5b571f3069

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Mar 21, 2012 to Jul 1, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $686MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $661M
Private client RAUM: $663MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $76.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,947
Individual clients: 169
High net worth clients: 185
Custody, client assets: $206M
SEC number: 801-62848
CIK: 1802091
CRD: 115645
Filings on the tape: 33
First filed: Mar 21, 2012
Latest filed: Jul 1, 2026
Organised: Corporation, VA
Website: emarotta.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID JOHN MAROTTA	Certified Financial Planner	CHARLOTTESVILLE, VA	19	27	n/a	no
Courtney Fraser Regan	Certified Financial Planner	CHARLOTTESVILLE, VA	10	10	n/a	no
Elizabeth Louise Brew	Certified Financial Planner	CHARLOTTESVILLE, VA	9	19	n/a	no
Elizabeth Friday Horbaly	Certified Financial Planner	CHARLOTTESVILLE, VA	7	26	n/a	no
Greg Taylor Vairo	Certified Financial Planner	CHARLOTTESVILLE, VA	4	21	n/a	no
Megan Marotta Russell	Certified Financial Planner	CHARLOTTESVILLE, VA	3	21	n/a	no
Jacob Lee Massanopoli	Certified Financial Planner	Richmond, VA \| CHARLOTTESVILLE, VA	2	22	n/a	no
Alexandra Elizabeth Goldston	n/a	CHARLOTTESVILLE, VA	1	20	n/a	no
James Michael Brynmor	n/a	Knoxville, TN \| CHARLOTTESVILLE, VA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAROTTA, DAVID, JOHN	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	07/2000	Mar 21, 2012	Mar 12, 2024
Russell, Megan, Marotta	VICE PRESIDENT, COO	Na	yes	12/2020	Mar 24, 2021	Mar 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$686M	$661M	16	12	0	n/a	n/a
2024	Mar 28, 2025	$604M	$573M	16	12	0	n/a	n/a
2023	Mar 12, 2024	$591M	$564M	18	14	0	n/a	n/a
2022	Mar 28, 2023	$525M	$505M	17	13	0	n/a	n/a
2021	Mar 18, 2022	$570M	$551M	16	13	0	n/a	n/a
2020	Mar 24, 2021	$471M	$456M	16	11	0	n/a	n/a
2019	Mar 23, 2020	$443M	$427M	14	9	0	n/a	n/a
2018	Mar 1, 2019	$366M	$351M	12	9	0	n/a	n/a
2017	Mar 15, 2018	$361M	$347M	11	8	0	n/a	n/a
2016	Mar 24, 2017	$308M	$285M	10	8	n/a	n/a	n/a
2015	Mar 22, 2016	$258M	$247M	10	8	n/a	n/a	n/a
2014	Mar 26, 2015	$283M	$271M	9	7	n/a	n/a	n/a
2013	Mar 27, 2014	$272M	$264M	9	6	n/a	n/a	n/a
2012	Mar 25, 2013	$243M	$238M	9	6	n/a	n/a	n/a
2011	Mar 21, 2012	$197M	$192M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	22.2%	0	1	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$686M	$604M	13.6%	$525M	9.3%	16	16	0	0

Relationships

Registered with (12)

← James Michael BrynmorAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← Alexandra Elizabeth GoldstonAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← Jacob Lee MassanopoliAdvisorregistration: current employment
Jun 21, 2024 to presentfactForm ADV
← Megan Marotta RussellAdvisorregistration: current employment
May 26, 2023 to presentfactForm ADV
← Greg Taylor VairoAdvisorregistration: current employment
Mar 26, 2022 to presentfactForm ADV
← Elizabeth Friday HorbalyAdvisorregistration: current employment
Jul 5, 2019 to presentfactForm ADV
← Elizabeth Louise BrewAdvisorregistration: current employment
Jul 25, 2017 to presentfactForm ADV
← Courtney Fraser ReganAdvisorregistration: current employment
Sep 9, 2016 to presentfactForm ADV
← DAVID JOHN MAROTTAAdvisorregistration: current employment
Mar 8, 2007 to presentfactForm ADV
← Timothy James LandichoAdvisorregistration: previous registration
Dec 12, 2025 to Jul 13, 2026factForm ADV
← Elias John McQuadeAdvisorregistration: previous registration
Aug 31, 2016 to Feb 9, 2026factForm ADV
← Megan Nicole CoyneAdvisorregistration: previous registration
Aug 3, 2018 to Jan 13, 2020factForm ADV

Controls (2)

← MAROTTA, DAVID, JOHNOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 21, 2012 to Mar 12, 2024factForm ADV
← Russell, Megan, MarottaOwnerVICE PRESIDENT, COO, ownership code NA, individual
Mar 24, 2021 to Mar 12, 2024factForm ADV

Dated events

Occurred
Jul 13, 2026
Advisor changed firm
Timothy James Landicho left Marotta Wealth Management, Inc. for Commonwealth Financial Network (registered 2026-09-02)
Form ADVobserved 6 days ago
Occurred
Feb 9, 2026
Advisor changed firm
Elias John Mcquade left Marotta Wealth Management, Inc. for Mindful Capital Management (registered 2026-03-13)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2021
Control person joined
Marotta Megan Russell (Vice President, Coo) appeared on Schedule A of Marotta Wealth Management, Inc.
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e4c9790-cf13-1645-73ec-cb5b571f3069
First observed: Mar 21, 2012
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAROTTA WEALTH MANAGEMENT, INC.

MAROTTA ASSET MANAGEMENT, INC., CRD 115645

CHARLOTTESVILLE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e4c9790-cf13-1645-73ec-cb5b571f3069

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID JOHN MAROTTA

Certified Financial Planner

CHARLOTTESVILLE, VA

n/a

Courtney Fraser Regan

Certified Financial Planner

CHARLOTTESVILLE, VA

n/a

Elizabeth Louise Brew

Certified Financial Planner

CHARLOTTESVILLE, VA

n/a

Elizabeth Friday Horbaly

Certified Financial Planner

CHARLOTTESVILLE, VA

n/a

Greg Taylor Vairo

Certified Financial Planner

CHARLOTTESVILLE, VA

n/a

Megan Marotta Russell

Certified Financial Planner

CHARLOTTESVILLE, VA

n/a

Jacob Lee Massanopoli

Certified Financial Planner

Richmond, VA | CHARLOTTESVILLE, VA

n/a

Alexandra Elizabeth Goldston

n/a

CHARLOTTESVILLE, VA

n/a

James Michael Brynmor

n/a

Knoxville, TN | CHARLOTTESVILLE, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAROTTA, DAVID, JOHN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

07/2000

Mar 21, 2012

Mar 12, 2024

Russell, Megan, Marotta

VICE PRESIDENT, COO

yes

12/2020

Mar 24, 2021

Mar 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$686M

$661M

n/a

2024

Mar 28, 2025

$604M

$573M

n/a

2023

Mar 12, 2024

$591M

$564M

n/a

2022

Mar 28, 2023

$525M

$505M

n/a

2021

Mar 18, 2022

$570M

$551M

n/a

2020

Mar 24, 2021

$471M

$456M

n/a

2019

Mar 23, 2020

$443M

$427M

n/a

2018

Mar 1, 2019

$366M

$351M

n/a

2017

Mar 15, 2018

$361M

$347M

n/a

2016

Mar 24, 2017

$308M

$285M

n/a

2015

Mar 22, 2016

$258M

$247M

n/a

2014

Mar 26, 2015

$283M

$271M

n/a

2013

Mar 27, 2014

$272M

$264M

n/a

2012

Mar 25, 2013

$243M

$238M

n/a

2011

Mar 21, 2012

$197M

$192M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

22.2%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$686M

$604M

13.6%

$525M

9.3%