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MARTELLO RETIREMENT AND WEALTH, LLC
CRD 287730
200 BENDIX RD, SUITE 170, VIRGINIA BEACH, VA, 23454, United States
Phone
757-664-9400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.4M
Discretionary AUM
$3.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; ASSET BASED FEE FOR SIGNAL PROVIDER SERVICES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SIGNAL PROVIDER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $32.6M |
All web addresses on file
Official SEC filing: View on IAPD