# Martin Wealth Management

Martin Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** martinwealth.com

## Regulatory record

- **CRD number:** 147225
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147225

## About

Martin Wealth Solutions provides retirement planning built on a fiduciary foundation. They help people 50+ simplify taxes, income, investments, and healthcare through their signature SmartWealth System. They are fiduciary financial professionals focused on lower taxes in retirement, managing investment risk, and creating tax-efficient income.

## Sectors

- retirement savers aged 50+

## Questions

### Who runs investment decisions at Martin Wealth Management?

No named investment professional has been publicly identified for Martin Wealth Management, LLC. The firm's SEC registration does not list key personnel, and no other public sources name a CIO or managing principal. Without this disclosure, the investment decision-making structure cannot be determined.

### Has Martin Wealth Management participated in any publicly known deals or investments?

No deal activity, portfolio companies, or co-investments have been reported in any public source. The firm's investment track record is not documented.

## Related profiles

- [MTM FINANCIAL GROUP, LLC](https://altss.com/profile/mtm-financial-group-llc)
- [Lawrence Wealth Management](https://altss.com/profile/lawrence-wealth-management)

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Last updated: 2026-08-11T15:07:26.757Z

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