MARTINSEN WEALTH MANAGEMENT

Overview

Martinsen Wealth Management is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company under individual ownership. The firm combines fee-based portfolio management with financial planning and the selection of outside advisers, serving both individual and family clients as well as institutional accounts. Its business model includes broker and accountant activities and the sale of other financial products, which supports integrated planning that can include insurance and tax-aware positioning. Investment activity centers on outsourced and internally managed public-fund allocations with a willingness to act as a capital allocator into third‑party strategies. The firm emphasizes portfolio management for individuals and small businesses, and it brings manager selection into client solutions when specialized exposure is required. Martinsen Wealth Management does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices