Martin Wealth Management
● SEC registered since 2026CRD 135813SEC# 801-135621
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Wright Martin Control | President, Chief Compliance Officer, & Managing Member | Over 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
| Phone | 970-443-1873 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.1MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$107.1Mregulatory AUM
Discretionary $0Non-discretionary $107.1M