# Marello Investment Advisors, Inc.

> Marello Investment Advisors, Inc. is a state-registered investment advisory firm in Valley Village, CA, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 112946
- Filed as: MARELLO INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Valley Village, CA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112946
- AdvisorCensus page: https://advisorcensus.com/firm/marello-investment-advisors-inc-valley-village-ca-112946

## Quick answers

**How is Marello Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Marello Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Marello Investment Advisors, Inc. located?**
Marello Investment Advisors, Inc.'s principal office is in Valley Village, CA, according to its Form ADV.

**Is Marello Investment Advisors, Inc. registered with the SEC or a state?**
Marello Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 112946.

**How much does Marello Investment Advisors, Inc. manage?**
Marello Investment Advisors, Inc. reports $27,566,118 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (0% discretionary).

**What types of clients does Marello Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (6).

**Does Marello Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112946

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $27,566,118
- Discretionary: $0
- Non-discretionary: $27,566,118

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $11,607,840 |
| High net worth individuals | 9 | $15,374,150 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $584,128 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marello Investment Advisors, Inc. (CRD 112946): Form ADV filing data as of October 2026.