MARIETTA INVESTMENT PARTNERS, LLC
SEC RegisteredA Fresh Perspective On A Timeless Approach
About the firm
Marietta Investment Partners is a 100% employee-owned investment advisory firm based in Milwaukee, WI. They are a tight-knit team of experienced professionals who work closely with clients to help them overcome the complexities of wealth, using thorough in-house research combined with a fresh perspective to a timeless approach. Clients' portfolios are directly managed by the people who know them best, with full access to portfolio managers and decision makers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active portfolio management including constructing a quarterly Economic & Financial Market Outlook, analyzing individual company stocks using a proprietary quantitative and qualitative process, geographic and industry sector allocation, and ongoing top-down and bottom-up portfolio review. Investment decisions are managed entirely in-house without outsourcing to third-party managers.
Who they serve
Families, individuals, and institutions seeking to grow and preserve wealth across generations, including select individual, family, and trust clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 82 | $46M |
| High Net Worth Individuals | 55 | $576M |
| State/Municipal Entities | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard - First $1M | 1.00% |
| Standard - Next $4M | 0.80% |
| Standard - Over $5M | 0.50% |
| Program - First $5M | 0.80% |
| Program - $5M to $10M | 0.75% |
| Program - $10M to $25M | 0.70% |
| Program - $25M to $50M | 0.65% |
| Program - Over $50M | 0.60% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARIETTA INVESTMENT PARTNERS, LLC 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 the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched