CRD: 287730
Martello Retirement AND Wealth, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- NorthTimber focus
- Established Date
- 03-28-2017
- Office Locations
- 1
Office Locations
About Martello Retirement AND Wealth, LLC
Martello Retirement & Wealth, LLC provides comprehensive financial planning and investment management for retirees and pre-retirees (typically $750K+ in assets), with a tax-focused retirement planning approach. The firm acts as a fiduciary and emphasizes no product sales or hidden agendas. Portfolios are ETF-centric, and clients can use streamlined, proprietary technology (with tools like eMoney) to securely gather planning data and complete quick retirement and estate-readiness reviews; custody includes Charles Schwab.
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Accredited Investors
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Investment Themes
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Owner & Executives
CHARLES FREDERICK CULVER
Chief Compliance Officer, Investment Advisor, Managing Partner
- CRD
- #6762081
- Ownership
- 50% but less than 75%
ARTHUR J GRIZZLE
Managing Partner
- CRD
- #5685783
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,508,988 | -- |
| Non-Discretionary | $30,910,125 | -- |
| Total | $34,419,113 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,419,113
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $452,957,226 | 21.7% |
| Public Funds | $1,346,347,515 | 64.5% |
| Cash | $288,055,747 | 13.8% |
| Total | $2,087,360,488 | 100.0% |