Martinsen Wealth Management

Overview

Martinsen Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and positions itself as a capital allocator that serves both individuals/families and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is fee-based on a percentage of assets under management. The firm also operates several non‑advisory business lines: insurance brokerage, accounting services, and the sale of other financial products. Martinsen does not identify as an active ESG investor and, per its filings, is not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices