Jacob Lee Massanopoli
Investment Adviser Representative at Marotta Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Lee Massanopoli is an investment adviser representative with Marotta Wealth Management, Inc. in Richmond, VA, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Marotta Wealth ManagementJun 2021 – no end date reportedCharlottesville, VA
- RVA Wealth ManagementJun 2020 – Aug 2020Richmond, VA
- Virginia TechJun 2019 – Apr 2020Blacksburg, VA
- Virginia TechDec 2018 – Mar 2019Blacksburg, VA
- Tarrants WestOct 2015 – Jun 2017Richmond, VA
- SchoolAug 2004 – May 2021Richmond, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Marotta Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $400,000 (waivable)
- Estimated blended rate
- 0.01
- First $1M1.00%
- $1M–$3M0.80%
- $3M–$5M0.70%
- $5M–$10M0.60%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlottesville, VA
- SEC file number:
- 801-62848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Marotta Wealth Management, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Lee Massanopoli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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