MARTELLO RETIREMENT AND WEALTH, LLC

Overview

Martello Retirement And Wealth, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily on an advisory and fee-for-service basis, charging a mix of percentage-of-AUM, hourly and fixed fees alongside other billing arrangements. Its stated client base is individuals and families rather than institutional or pension clients, and it does not position itself as a capital allocator; instead, it deploys third-party funds where alternative exposure is desired. Investment activity centers on public equities, with a clear preference for exchange-traded instruments. The adviser is not an active ESG investor, and it is not registered as a multistate adviser. A relatively small share of assets are managed on a discretionary basis, which suggests the adviser commonly provides ongoing advice and planning while many clients retain trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices