# MARTELLO RETIREMENT AND WEALTH, LLC

MARTELLO RETIREMENT AND WEALTH, LLC of VIRGINIA BEACH, VA is an SEC-registered investment adviser.

## Registration

- CRD: 287730
- Type: SEC-registered investment adviser
- Location: 200 BENDIX RD, VIRGINIA BEACH, VA, 23454
- Phone: 757-664-9400
- Latest filing: 2026-03-26
- Regulatory AUM: $34.4M
- Discretionary AUM: $3.5M
- Non-discretionary AUM: $30.9M
- Clients: 2
- Accounts: 34

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287730/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287730/similar
- Related entities: https://search.stillhousedata.com/firm/287730/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287730

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.