Summary
Marietta Wealth Management LLC
Founded in 2015
Description
Marietta Wealth is a fee only financial advisory firm focused on providing comprehensive financial planning and tailored investment strategies. They work directly with a small team of advisors while benefiting from the full resources of Marietta Wealth...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Marietta Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- Marietta Wealth Management LLC has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Marietta Wealth Management LLC's annual revenue
$2188000
Based on Kona Equity data
-
Revenue per employee
$243111
-
Variance of revenue growth
0.12
-
Annual revenue growth since founding
$243111
-
Revenue growth rate from first known quarter to current
-47.9%
Employee Count
9 employees
-
Employee growth rate from first known quarter to current
-52.4%
Executives
Charlie Holloway
Principal
c**@mariettawealth.comLisa Garris
Financial Planning Associate
l**@mariettawealth.comScott Keller
Managing Principal
s**@mariettawealth.comBen Crowe
Principal, Co-Founder and Financial Planner
b**@mariettawealth.comLogan Brooks
Intern
l**@mariettawealth.comSteve Michael
Senior Financial Advisor
s**@mariettawealth.comWes Hackney
Principal
w**@mariettawealth.comRyann Laurin
Client Service Associate
r**@mariettawealth.comJohn Massey
Director, Retirement Plan Services
j**@mariettawealth.comPierre Soree
Financial Advisor
p**@mariettawealth.comSophia Padgett
Intern
s**@mariettawealth.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Marietta Wealth Management LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 523920
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By City Marietta Small Financial Planner in Marietta Mid-size Financial Planner in Marietta Investment management in Marietta Small Investment management in Marietta Mid-size Investment management in Marietta
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By State GA Small companies in GA Investment management in GA Small Investment management in GA Mid-size Investment management in GA Small Financial Planner in GA Mid-size Financial Planner in GA
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Firmographic data G Score of 3 Founded in 2015 SIC: 62 NAICS: 523 NAICS: 523920 #Investment Banking #Finance
Frequently Asked Questions
Marietta Wealth Management LLC's headquarters are located at 472 N Session St. Ste. 24 24 Marietta, GA 30060.
Marietta Wealth Management LLC's official website is mariettawealth.com
Marietta Wealth Management LLC's annual revenue is $2.2 M.
Marietta Wealth Management LLC's SIC: 62
Marietta Wealth Management LLC's NAICS: 523; 523920.
Marietta Wealth Management LLC has 9 employees
Marietta Wealth Management LLC is in the industry of Investment management.
