Elizabeth Louise Brew

Employer firm

Marotta Wealth Management, Inc. CRD 115645

$686M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 05/2017
  Student
  Sterling, VA
• 06/2017 → Present
  Marotta Wealth Management
  Charlottesville, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-25

Designations

• Certified Financial Planner

Other Names

• Elizabeth Louise Woodrum