← Back to searchVisit website
MARTINSEN WEALTH MANAGEMENT
MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433 · SEC 801-130933
7855 S. RIVER PARKWAY, SUITE 201, TEMPE, AZ, 85284, United States
Phone
480-550-6556
Fax
480-452-1691
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.2M
Discretionary AUM
$143.2M
Team
19 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 326 | $85.7M |
| High net worth individuals | 28 | $55.4M |
| Pension/profit sharing plans | 11 | $1.8M |
| Corporations/business entities | 1 | $308K |
States served
AZ, CA, NE, NM, NC, OR, UT, VA, TX, FL
All web addresses on file
- https://www.FinancialFastLane.com
- https://www.youtube.com/@FinancialFastLane
- https://www.linkedin.com/in/lane-martinsen-6637578
- https://x.com/LaneMartinsen
- https://www.annuitylane.com
- https://www.SocialSecurityLane.com
- https://www.UniversityOfRetirementPlanning.com
- https://www.facebook.com/MartinsenWealth
- https://www.instagram.com/financial_fast_lane/
- https://www.5wbook.com
- https://www.taxfreelane.com
- https://www.linkedin.com/company/martinsen-wealth-mangement/
- https://www.MartinsenWealth.com
Official SEC filing: View on IAPD