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Martinsen Wealth Management, LLC

● SEC registered since 2024CRD 332433SEC# 801-130933Tempe, AZ
Export (members)
Reg. AUM
$102.3M
Employees
16
Accounts
636
Location
Tempe, AZ

Martinsen Wealth Management, LLC assets under management

Martinsen Wealth Management, LLC is an investment advisory firm registered with the SEC based in Tempe, AZ. The firm has been registered since 2024. It reports $102.3 million in regulatory assets under management and employs 16 people.
www.5wbook.comView on SEC.gov ↗

Martinsen Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremy Lane Vaught ControlCcoUnder 5%2024
Lane G Martinsen ControlFounder/CeoOver 75%2014

Frequently asked questions

How much does Martinsen Wealth Management, LLC manage?

Martinsen Wealth Management, LLC reports $102.3 million in regulatory assets under management on its Form ADV.

How many employees does Martinsen Wealth Management, LLC have?

Martinsen Wealth Management, LLC reports 16 employees.

Where is Martinsen Wealth Management, LLC located?

Martinsen Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2024.

Does Martinsen Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address7855 S. River Parkway, Suite 206, Tempe, AZ 85284
Phone480-550-6556
Fax480-452-1691
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.3M
Non-discretionary$0
Total (RAUM)$102.3M