Martinsen Wealth Management
Martinsen Wealth Management is an SEC-registered mass-market adviser in Tempe, AZ with $143.2M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Martinsen Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332433, SEC 801-130933, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $143.2M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Tempe, AZ
- Employees
- 19
- Clients
- 366
- CRD
- 332433
- Ownership
- Vaught, Jeremy; MARTINSEN, LANE, G; VAUGHT, JEREMY, LANE
How much AUM does Martinsen Wealth Management have?
Martinsen Wealth Management reported $143.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Martinsen Wealth Management?
Disclosed owners and executives of Martinsen Wealth Management include Vaught, Jeremy, MARTINSEN, LANE, G, VAUGHT, JEREMY, LANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.