MI
Marello Investment Advisors, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 112946
· Valley Village, CA
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ADV data as of Apr 28, 2026
- Regulatory AUM
- $27.6M
- Discretionary
- $0
- Clients
- 15
- Avg AUM / client
- $1.8M
- Accounts
- 17
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $11.6M | 42.1% |
| High net worth individuals | 9 | $15.4M | 55.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $584K | 2.12% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Lyn Lotta | Registered representative | CFP | Aug 2001 (25y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Selection of other advisers
Custody
Reported custodians
- Exeter Trust Company $19.4M (70% of AUM) Apr 2026
- John Hancock Funds, Llc $8.2M (30% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗