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Martin Wealth Management

● SEC registered since 2026CRD 135813SEC# 801-135621
Export (members)
Reg. AUM
$107.1M
Employees
5
Accounts
336
Location

Martin Wealth Management assets under management

Martin Wealth Management is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $107.1 million in regulatory assets under management and employs 5 people.

Martin Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Stephen Wright Martin ControlPresident, Chief Compliance Officer, & Managing MemberOver 75%2005

Frequently asked questions

How much does Martin Wealth Management manage?

Martin Wealth Management reports $107.1 million in regulatory assets under management on its Form ADV.

How many employees does Martin Wealth Management have?

Martin Wealth Management reports 5 employees.

Does Martin Wealth Management disclose fund performance?

Martin Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone970-443-1873
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$107.1M
Total (RAUM)$107.1M