MARTIN WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 147225
- Website
- martinwealthmoney.com
- Fee structure
- Other
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Martin Wealth Management, LLC is a privately held limited liability company that functions primarily as a capital allocator and adviser selection firm. The business is owned by an individual and emphasizes selecting third‑party advisers and running educational seminars and workshops rather than acting as a full discretionary portfolio manager. Regulatory details are limited in the source data; the firm is not identified as a multistate adviser, is not an active ESG investor, and does not position itself as a pension consultant. The firm lists an insurance company among its industry affiliations, and its fee structure is described generically as "other." Its reported advisory activities point to a model that combines third‑party manager selection with client education, consistent with a non‑discretionary, consultative relationship with account holders.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4RAYMOND MARTIN
PresidentCRD 1920247
CRAIG KENNEDY
Financial AdvisorCRD 4835424
DAVID HART
Financial AdvisorCRD 5837444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 30 Executive Park
- Time zone
- PT (UTC-8)
- Office locations
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