RIA Intel›Advisers›Massachusetts›MARTULA, DAVID T.

MARTULA, DAVID T.

Advisory

MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in MA
#1,103
of 1,590 advisers by AUM
Average account
$2M
across 33 accounts
AUM per adviser
$62M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$62M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

KENDALL WEALTH LLC
CAMBRIDGE, MA
$62M
PORT ONE INVESTMENTS LLC
BOSTON, MA
$62M
ABERDEEN AMERICA INC.
BOSTON, MA
$62M
STATERA FINANCIAL, LLC
WALPOLE, MA
$62M
WS SECURITIES INC
LENOX, MA
$62M
-6.4% 1Y
FINARC LLC
NEEDHAM, MA
$62M
-9.7% 1Y

Get the full picture on MARTULA, DAVID T.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MARTULA, DAVID T. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans