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MARTELLO RETIREMENT AND WEALTH, LLC

CRD 287730

Visit website

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

TypeClientsAUM
High net worth individuals6$32.6M

All web addresses on file

Official SEC filing: View on IAPD