MARTIN WEALTH SOLUTIONS

RIASEC RegisteredEst. 2022

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$230K

Accounts

1,638

Employees

Advisory reps

Firm details

Headquarters: CHRISTIANSBURG, Virginia
CRD number: 283428
Registered since: July 29, 2022
Website: planwellretirehappy.com
Custodians: TRADE-PMR INC., CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals58.7%
HNWI41.28%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Martin Wealth Solutions is an independent, owner-operated registered investment adviser that serves individual and family clients. Registered with the SEC in 2022, the firm combines financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its fee model mixes a percentage-of-assets arrangement with hourly charges, and the firm acts as a capital allocator—placing client capital with external managers where appropriate. Investment activity shows a clear equity preference: the firm’s portfolios are heavily weighted to exchange-traded equities and related vehicles. Martin Wealth Solutions is not an active ESG investor and does not identify as a multi-state adviser. Given its advisory activities and capital-allocation role, the firm integrates third-party managers and tailored portfolio solutions alongside direct equity exposures.