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| Keyboard |
| Martinsen Wealth Management LLC
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|---|---|
| CRD # | 332433 |
| SEC # | 801-130933 |
| CIK # | |
| AUM | 143.2 M (2026-06-30) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Phone | 480-550-6556 |
| Address | 7855 S River Parkway Tempe, AZ 85284 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 85.7 |
| (b) Individuals (high net worth individuals) | 28 | 55.4 |
| (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 | 11 | 1.8 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 846 | 143.2 |
| By Discretionary | ||
| Discretionary | 846 | 143.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 846 | 143.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.2 | |
| Total | 846 | 143.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mayfield Advisors Inc
✚
|
CA | 143.5 M |
|
Lynch Investment Planning LLC
✚
|
PA | 143.3 M |
|
Granite State Retirement Planning Inc
✚
|
NH | 143.2 M |
|
Forest Capital Operating Company LLC
✚
|
NC | 143.2 M |
|
PCG Asset Management LLC
✚
|
NJ | 143.1 M |
|
S R Schill & Associates Inc
✚
|
WA | 143.1 M |
|
Verus Wealth Management LLC
✚
|
WI | 143.1 M |
|
Gerstemeier Financial Group LLC
✚
|
143.0 M | |
|
TCM Advisors LLC
✚
|
142.9 M | |
|
Appian Way Financial LLC
✚
|
CA | 142.9 M |