# Martello Retirement and Wealth, LLC

> Martello Retirement and Wealth, LLC is a state-registered investment advisory firm in Virginia Beach, VA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 287730
- Filed as: MARTELLO RETIREMENT AND WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287730
- AdvisorCensus page: https://advisorcensus.com/firm/martello-retirement-and-wealth-llc-virginia-beach-va-287730

## Quick answers

**How is Martello Retirement and Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Martello Retirement and Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Martello Retirement and Wealth, LLC located?**
Martello Retirement and Wealth, LLC's principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Martello Retirement and Wealth, LLC registered with the SEC or a state?**
Martello Retirement and Wealth, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287730.

**How much does Martello Retirement and Wealth, LLC manage?**
Martello Retirement and Wealth, LLC reports $34,419,113 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (10% discretionary).

**What types of clients does Martello Retirement and Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Martello Retirement and Wealth, LLC 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/287730

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $34,419,113
- Discretionary: $3,508,988
- Non-discretionary: $30,910,125

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,801,282 |
| High net worth individuals | 6 | $32,617,831 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arthurgrizzle.substack.com
- blog.martelloretirement.com
- martelloretirement.com
- Facebook @MartelloRetirementAndWealth
- Instagram @martelloretirementandwealth
- LinkedIn @11085207

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martello Retirement and Wealth, LLC (CRD 287730): Form ADV filing data as of October 2026.