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MARTIN WEALTH SOLUTIONS
NEW RIVER FINANCIAL GROUP, LLC
CRD 283428 · SEC 801-126115
1055 W MAIN STREET, CHRISTIANSBURG, VA, 24073, United States
Phone
540-639-4810
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.1M
Discretionary AUM
$377.1M
Team
10 total employees; 5 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 798 | $221.4M |
| High net worth individuals | 98 | $155.7M |
States served
NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD