MARTELLO RETIREMENT AND WEALTH, LLC

MARTELLO RETIREMENT AND WEALTH, LLC of VIRGINIA BEACH, VA is an SEC-registered investment adviser (CRD 287730). Regulatory assets under management: $34.4M.

Registration

• CRD: 287730
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287730 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search