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Marietta Investment Partners, LLC

Headquartered in MILWAUKEE, WI

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Firm Information

Marietta Investment Partners, LLC is an investment advisor headquartered in Milwaukee, WI. The firm manages approximately $535,555,196 in assets for 347 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Marietta Investment Partners, LLC provides portfolio management services for individuals and businesses.

Marietta Investment Partners, LLC

100 EAST WISCONSIN AVENUE, SUITE 2650

MILWAUKEE, WI 53202

$535.56M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MARIETTA INVESTMENT PARTNERS, LLC has a total of 1 branch locations across the country.
location

MILWAUKEE, WI

Advisors at Marietta Investment Partners, LLC

View All 4 Advisors
Unclaimed
Mary Theresa Allmon

CFP®, RA

MILWAUKEE, WI

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Unclaimed
Robert Christopher Draper

RA

MILWAUKEE, WI

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Unclaimed
Jonathan Andrew Smucker

RA

MILWAUKEE, WI

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Unclaimed
Robert B Pieters

RA

MILWAUKEE, WI

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Unclaimed
Amanda K Grams

RA

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Unclaimed
John Thadewald Evans

RA

MILWAUKEE, WI

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Disclosures

There are no public disclosures for Marietta Investment Partners, LLC.

Frequently Asked Questions (7)

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