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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.

CRD 129266

LONGMEADOW, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec4a3880-8045-b623-3d92-25580d7b01bd

Data as of Apr 23, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2012 to Apr 23, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $38.7MItem 5.F on the latest filing (2012-04-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $38.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 152
SEC number: 801-67908
CRD: 129266
Filings on the tape: 3
First filed: Mar 21, 2012
Latest filed: Apr 23, 2012
Organised: Corporation, Massachusetts

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DISCENZA, JOHN, MICHAEL	President	D	yes	10/1999	Mar 21, 2012	Apr 23, 2012
MARTINELLI, GARY, ELLIOT	CEO AND TREASURER	D	yes	09/1999	Mar 21, 2012	Apr 23, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARTINELLI DISCENZA P.C.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 21, 2012	$38.7M	$38.7M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$38.7M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (2)

← DISCENZA, JOHN, MICHAELOwnerPRESIDENT, ownership code D, individual
Mar 21, 2012 to presentfactForm ADV
← MARTINELLI, GARY, ELLIOTOwnerCEO AND TREASURER, ownership code D, individual
Mar 21, 2012 to presentfactForm ADV

Registered with (1)

← GARY ELLIOT MARTINELLIAdvisorregistration: previous registration
Jan 8, 2000 to Mar 28, 2025factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Gary Elliot Martinelli left Martinelli Discenza Investment Counsel, Inc. for Tableaux Wealth (registered 2025-02-05)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec4a3880-8045-b623-3d92-25580d7b01bd
First observed: Mar 21, 2012
Last observed: Apr 23, 2012 175 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.

CRD 129266

LONGMEADOW, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec4a3880-8045-b623-3d92-25580d7b01bd

Data as of Apr 23, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DISCENZA, JOHN, MICHAEL

President

yes

10/1999

Mar 21, 2012

Apr 23, 2012

MARTINELLI, GARY, ELLIOT

CEO AND TREASURER

yes

09/1999

Mar 21, 2012

Apr 23, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARTINELLI DISCENZA P.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 21, 2012

$38.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$38.7M

n/a