Overview
Assets Under Management: $143 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 28
Average Client Assets: $2.0 million
Frequently Asked Questions
MARTINSEN WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332433), MARTINSEN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MARTINSEN WEALTH MANAGEMENT is headquartered in TEMPE, AZ.
MARTINSEN WEALTH MANAGEMENT serves 28 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, MARTINSEN WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MARTINSEN WEALTH MANAGEMENT manages $143 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, MARTINSEN WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.65%
Average Client Assets: $2.0 million
Total Client Accounts: 846
Discretionary Accounts: 846
Regulatory Filings
CRD Number: 332433
Filing ID: 2053382
Last Filing Date: 2026-02-18 17:44:04