Martinsen Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tempe, AZ. Its latest Form ADV filing, dated February 18, 2026, reports $143M in regulatory assets under management, 19 employees, 2 offices, and 846 accounts.
Assets Under Management
$143M
Employees
19
Offices
2 offices
Total Clients
366
Primary office
TEMPE, AZ
7855 S. RIVER PARKWAY, SUITE 201, TEMPE, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
326
2
HNWI
7.7%
28
3
Pension Plans
3.0%
11
4
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of February 18, 2026
Discretionary100.0%
$143M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$143M
Total Accounts846
10Y AUM Change+$143M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee19:1
10Y Employee Change+8 (+72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.