|
⚲
|
| Martin Wealth Management
✚
|
|
|---|---|
| CRD # | 135813 |
| SEC # | 801-135621 |
| CIK # | |
| AUM | $107.1 M (2026-02-19) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 970-443-1873 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 18.3 |
| (b) Individuals (high net worth individuals) | 30 | 88.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 336 | 107.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 336 | 107.1 |
| Total | 336 | 107.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.1 | |
| Total | 336 | 107.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
North Bay Wealth Management
✚
|
CA | 0.1 |
|
Strickler Investment Services LLC
✚
|
MI | 0.1 |
|
Omnitrust Wealth Management Inc
✚
|
FL | 0.1 |
|
Elevate Financial Planning and Wealth Management LLC
✚
|
FL | 0.1 |
|
Ardenwood Advisors LLC
✚
|
0.1 | |
|
Jackson Wealth Management LLC
✚
|
CO | 0.1 |
|
DC Capital Management LLC
✚
|
0.1 | |
|
Trusco Investment Management LLC
✚
|
TN | 0.1 |
|
KJ Capital Management LLC
✚
|
0.1 | |
|
Endure Capital LLC
✚
|
CA | 0.1 |