Marietta Wealth

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

472 N Sessions St NW Ste 24, Marietta, G...

Phone Number

(404) 549-6930

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Marietta Wealth

Marietta Wealth is a fee-only financial advisory firm that specializes in comprehensive financial planning and tailored investment strategies. The firm focuses on providing personalized plans that align with clients' life goals, ensuring ongoing reviews to track progress. They work collaboratively with clients, offering direct access to a small team of advisors while leveraging the full resources of the firm. Marietta Wealth aims to alleviate financial anxiety and empower clients to achieve financial freedom.Explore more
Marietta Wealth's Social MediaPopular SearchesMarietta WealthMarietta Wealth Management LLCAtlanta Wealth Security LLCDo It All Financial LLCDiem Venture Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Marietta Wealth Org Chart

PhoneEmail
SK
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Managing Principal, Co-Founder and Chief Inve...

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Manager, Investment Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marietta Wealth

<$5M
11-50
Private
<$5M
2015
SK
Scott KellerManaging Principal, Co-Founder and Chief Investment Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2000
PH
Paul HavrillaFinancial Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Marietta Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Marietta Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marietta Wealth.

Marietta Wealth financials insights

Gather financial insights about Marietta Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Marietta Wealth's Financials Insights

Marietta Wealth Tech Stack

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Frequently Asked Questions Regarding Marietta Wealth

What is Marietta Wealth's official website?
Marietta Wealth's official website is www.mariettawealth.com
What is Marietta Wealth's Revenue?
Marietta Wealth's revenue is <$5 Million
What is Marietta Wealth's SIC code?
Marietta Wealth's SIC: 62,628
What is Marietta Wealth's NAICS code?
Marietta Wealth's NAICS: 52,523
How many employees does Marietta Wealth have?
Marietta Wealth has 11-50 employees
What industry does Marietta Wealth belong to?
Marietta Wealth is in the industry of: Finance, Securities Trading
What is Marietta Wealth competition?
Marietta Wealth top competitors include: Charles Carroll Financial Partners, Core Wealth Management, Estes Wealth Strategies, HFG Wealth Management
What technology does Marietta Wealth use?
Some of the popular technologies that Marietta Wealth uses are: WordPress.org, reCAPTCHA, PHP, AppRiver
How do I contact Marietta Wealth?
Marietta Wealth contact info: Phone number: (404) 549-6930 Website: www.mariettawealth.com
What does Marietta Wealth do?

Marietta Wealth is a fee-only financial advisory firm that specializes in comprehensive financial planning and tailored investment strategies. The firm focuses on providing personalized plans that align with clients' life goals, ensuring ongoing reviews to track progress. They work collaboratively with clients, offering direct access to a small tea... m of advisors while leveraging the full resources of the firm. Marietta Wealth aims to alleviate financial anxiety and empower clients to achieve financial freedom.Read More

What are Marietta Wealth social media links?
Marietta Wealth Linkedin page Marietta Wealth Twitter page Marietta Wealth Facebook page
Is Marietta Wealth a public company?
Marietta Wealth is private company therefore does not currently have an official ticker symbol
See more information about Marietta Wealth

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