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 operating as an institutional registered investment adviser with an individual owner. The firm functions as a capital allocator and focuses on sourcing and selecting third‑party managers rather than managing all strategies in house. Its advisory activity centers on selection of other advisers and running educational seminars and workshops. Martin Wealth Management reports a non‑standard fee arrangement labeled as "Other," is not active on ESG investing, and is not registered as a multi‑state adviser, pension consultant, or related adviser. The firm also lists an affiliation with an insurance company.
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 4
David Hart
Investment Adviser RepresentativeCRD 5837444

Craig Kennedy
Financial AdvisorCRD 4835424

Raymond Martin
President and Investment Advisor RepresentativeCRD 1920247
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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