Martin Wealth Solutions
Martin Wealth Solutions is an SEC-registered mass-market adviser in Christiansburg, VA with $377.1M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Martin Wealth Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283428, SEC 801-126115, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $377.1M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Christiansburg, VA
- Employees
- 10
- Clients
- 896
- CRD
- 283428
- Ownership
- MARTIN, JIMMY, STEPHEN
How much AUM does Martin Wealth Solutions have?
Martin Wealth Solutions reported $377.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Martin Wealth Solutions?
Disclosed owners and executives of Martin Wealth Solutions include MARTIN, JIMMY, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.