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PURPOSEFUL FINANCIAL AND LEGACY PLANNING

MARTIN WEALTH MANAGEMENT

CRD 135813 · SEC 801-135621

Visit website

CO, United States

Phone

970-443-1873

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$107.1M

Discretionary AUM

$0

Team

5 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals60$18.3M
High net worth individuals30$88.6M

States served

CO

All web addresses on file

Official SEC filing: View on IAPD