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Elias John McQuade

Marotta Wealth Management, Inc.

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About Elias John McQuade

Elias McQuade is a Registered Investment Advisor Representative for Marotta Wealth Management, Inc. located in Charlottesville, Virginia. Elias has been a financial advisor since 2013 and is a Chartered Financial Analyst. Elias is also a co-owner of a board game cafe and the owner of a loose leaf tea and meditation supplies business. Elias McQuade specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Elias is registered with the state of Georgia and Virginia.

Firm Information

Elias McQuade is currently registered with Marotta Wealth Management, Inc.. Marotta Wealth Management, Inc. is a Registered Investment Advisor based in Charlottesville, Virginia. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has approximately $591.2 million in regulatory assets under management.
Marotta Wealth Management, Inc.

1000 EDNAM CENTER

CHARLOTTESVILLE, VA 22903-4615

$591.21M

Assets Under Management

1

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Elias McQuade’s Registration & Firm History

VA

08/31/2016 - Present

Marotta Wealth Management, Inc. (CHARLOTTESVILLE VA)

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Licenses & Designations

IA

Issued 08/31/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elias John McQuade.
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