Donovan Martucci
Donovan Martucci is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Salt Lake City, UT, with 3 years of industry experience. Donovan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
6340 South 3000 East, Suite 350, Salt Lake City, UT, 84121
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donovan is a managing partner at Elevated Private Wealth Advisors, spending nearly full-time servicing clients with investment planning. He also owns Mario Holdings, LLC, and works as a contractor/agent for Elevated Insurance Advisors, dedicating a few hours per week to insurance quotes, sales, and service.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jeremy WoodKestra Private Wealth Services, LLC
- Craig MartucciKestra Private Wealth Services, LLC
- Jackson Watson, CFA, CFPAlbion Financial Group
- Steven Ballantyne, CFPStrategic Advisers LLC
- Dallin Cutler, CFPEp Wealth Advisors
- Mitch Turner, CFPWells Fargo Advisors