Martinsen Wealth Management, LLC
● SEC registered since 2024CRD 332433SEC# 801-130933Tempe, AZ
Reg. AUM
$143.2M
Employees
19
Accounts
846
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 $143.2 million in regulatory assets under management and employs 19 people.
Martinsen Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Lane Vaught Control | Cco | Under 5% | 2024 |
| Lane G Martinsen Control | Founder/Ceo | Over 75% | 2014 |
Frequently asked questions
How much does Martinsen Wealth Management, LLC manage?
Martinsen Wealth Management, LLC reports $143.2 million in regulatory assets under management on its Form ADV.
How many employees does Martinsen Wealth Management, LLC have?
Martinsen Wealth Management, LLC reports 19 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
| Address | 7855 S. River Parkway, Suite 201, Tempe, AZ 85284 |
| Phone | 480-550-6556 |
| Fax | 480-452-1691 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.2M▲ 40%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$143.2Mregulatory AUM
Discretionary $143.2M