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Alexandra Elizabeth Goldston

Marotta Wealth Management, Inc.

Charlottesville, VA

CRD 7783075

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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:

Current Employers
Marotta Wealth Management, Inc.

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-08-19
  • VA RA
    APPROVED
    Since 2025-08-19

Branch Locations

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kirkland's Virginia Beach VA 09/2018 07/2020
Ghent's Caregivers Norfolk VA 08/2020 06/2021
Chef By Design Norfolk VA 05/2022 08/2024
Westin Hotels And Resorts Virginia Beach VA 06/2022 07/2023
Wealth Enhancement Group Charlotte NC 05/2024 08/2024
Crosspoint Wealth Partners Charlottesville VA 07/2023 05/2024
Virginia Polytechnic Institute Blacksburg VA 08/2024 12/2024
Marotta Wealth Management Charlottesville VA 05/2024 Present
Forrester Lake Homeschool Virginia Beach VA 09/2006 06/2018
Tidewater Community College Virginia Beach VA 08/2019 04/2020
Doordash Blacksburg VA 01/2025 05/2025
Tidewater Community College Virginia Beach VA 08/2021 05/2022
  • 09/2018 → 07/2020
    Kirkland's
    Virginia Beach, VA
  • 08/2020 → 06/2021
    Ghent's Caregivers
    Norfolk, VA
  • 05/2022 → 08/2024
    Chef By Design
    Norfolk, VA
  • 06/2022 → 07/2023
    Westin Hotels And Resorts
    Virginia Beach, VA
  • 05/2024 → 08/2024
    Wealth Enhancement Group
    Charlotte, NC
  • 07/2023 → 05/2024
    Crosspoint Wealth Partners
    Charlottesville, VA
  • 08/2024 → 12/2024
    Virginia Polytechnic Institute
    Blacksburg, VA
  • 05/2024 → Present
    Marotta Wealth Management
    Charlottesville, VA
  • 09/2006 → 06/2018
    Forrester Lake Homeschool
    Virginia Beach, VA
  • 08/2019 → 04/2020
    Tidewater Community College
    Virginia Beach, VA
  • 01/2025 → 05/2025
    Doordash
    Blacksburg, VA
  • 08/2021 → 05/2022
    Tidewater Community College
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19

View on SEC IAPD

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