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Martinsen Wealth Management
Martinsen Wealth Management is an SEC-registered investment adviser in Tempe, AZ, registered since 2024. The firm manages approximately $143 million in assets.
Overview
Martinsen Wealth Management is an SEC-registered investment adviser in Tempe, AZ, registered since 2024. The firm manages approximately $143 million in assets. It has 19 employees and 7 investment advisers. MARTINSEN WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-06-30, it reported 19 employees; 846 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Martinsen Wealth Management?
No information about principals, investment committee members, or any decision-making personnel is available in the public record. The firm has not disclosed any leadership structure.
Does Martinsen Wealth Management participate in fund commitments or only direct deals?
The firm's investment approach is entirely unknown. It has not appeared as a limited partner in any publicly reported fund closes, nor has it been named in any direct transaction.
What is Martinsen Wealth Management's known posture on co-investments alongside external GPs?
No co-investment activity has been observed. The firm has not been cited in any GP reporting as a co-investor, and it has no public track record of partnering with external managers.
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