MARTIN WEALTH MANAGEMENT, LLC

Company Profile

As of Date 03/20/2026
Websites
AUM* 107,088,335 -14%
of that, discretionary
Number of Employees 9 80%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 318,715 100%
High Net Worth 32.97% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

107M 92M 76M 61M 46M 31M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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