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MARTIN WEALTH SOLUTIONS
1055 W Main Street
Christiansburg, Virginia 24073
Tel: 540-639-4810
About MARTIN WEALTH SOLUTIONS
MARTIN WEALTH SOLUTIONS, formally registered with the SEC as MARTIN WEALTH SOLUTIONS. The firm was established in 07/29/2022. They have over 2 offices throughout the country.
MARTIN WEALTH SOLUTIONS is a Christiansburg, Virginia based Financial Planning firm with nearly $184,090,178 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283428 |
| SEC# | 801-126115 |
| Assets Managed by Firm | $184,090,178 |
| No. of Clients | 541 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 541 | $184,090,178 |
| Individuals (other than high net worth individuals) | 497 | $124,725,090 |
| High net worth individuals | 43 | $59,331,410 |
| Charitable organizations | 1 | $33,678 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
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