# Marotta Wealth Management

Marotta Wealth Management is a Multi Family Office based in Charlottesville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Charlottesville, United States
- **Region:** North America
- **Address:** Charlottesville, VA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** www.marottaonmoney.com
- **LinkedIn:** https://www.linkedin.com/company/marotta-wealth-management-inc-

## Regulatory record

- **CRD number:** 115645
- **SEC file number:** 801-62848
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115645

## About

Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. They are fiduciaries who help clients meet their financial goals and strive to provide comprehensive financial planning. Clients who benefit most include small business owners, university professors, and other super-savers who want to delegate financial management to professionals.

## Sectors

- Private Wealth Management
- Financial Planning

## People

- David John Marotta — President

## Questions

### Who runs investment decisions at Marotta Wealth Management?

President David John Marotta sets the investment policy and portfolio strategy. He authors the firm's public philosophy column and directly shapes the factor-tilted, globally diversified allocation framework the firm applies across client accounts. No separate CIO or external investment committee is publicly identified.

### How does Marotta Wealth Management charge for its services?

The firm publicly advocates for and offers flat-fee retainer arrangements in addition to percentage-of-AUM structures. This unbundled fee model is a deliberate departure from industry convention and reflects Marotta's stated view that financial planning and investment management merit separate, transparent pricing rather than a bundled asset-based charge.

### What is Marotta Wealth Management's investing philosophy?

The firm follows a passive-core, factor-tilted approach emphasizing global diversification across equities, REITs, and fixed income. Its published writings frame asset allocation as applied decision theory, with tilts toward value, small-cap, and profitability factors. The firm avoids tactical market timing and structured products in favor of disciplined rebalancing and tax-aware withdrawal sequencing.

### Where does Marotta Wealth Management's intellectual property come from?

President David John Marotta writes a long-running syndicated column on financial decision-making, published on the firm's website and across regional outlets. This body of work — covering tax planning, retirement income, Social Security strategy, and portfolio construction — serves as the firm's primary intellectual property and public credentialing mechanism.

### Does Marotta Wealth Management manage any pooled investment vehicles or funds?

No pooled vehicles, private funds, or commingled investment structures are publicly associated with the firm. Client portfolios are managed on a separately-managed account basis using individual securities and ETFs within the firm's factor-tilted allocation framework.

### How is Marotta Wealth Management different from a typical RIA?

The firm's flat-fee retainer option, published decision-theory framework, and avoidance of branch expansion distinguish it from the standard RIA growth playbook. It has chosen intellectual depth and fee-model transparency over geographic scale, operating as a concentrated advisory practice rather than a platform aggregator.

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Last updated: 2026-08-11T15:07:26.757Z

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