Mary Theresa Allmon
Investment adviser representative at Marietta Investment Partners, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$683.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Marietta Investment Partners, LLCOct 2005 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Marietta Investment Partners, LLC
$683.7MAssets managed
147Clients
6Advisers
26 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
- 6037044
- Firm CRD
- 108479