Martinsen Wealth Management

Overview

Martinsen Wealth Management is an independent, SEC-registered registered investment advisor organized as a limited liability company and established as an individual-owner business. The firm positions itself as a capital allocator serving both individual/family and institutional clients, charging advisory fees as a percentage of assets under management. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Beyond investment advice, the firm also conducts insurance brokerage, accounting-related work, and sales of other financial products. Martinsen does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices