John R Massey
Investment adviser representative at Marietta Wealth Management, LLC
29 yearsExperience
1 stateRegistered in
$1.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Marietta Wealth Management, LLCJan 2019 to now
- Qualified Plans, LLCMay 1997 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
Marietta Wealth Management, LLC
$1.4BAssets managed
474Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4620380
- Firm CRD
- 281782