Martinwolf

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
47936
Registered since
February 11, 2000

Firm profile

FINTRX

Overview

Martinwolf operates as a limited liability company that is classified in FINTRX records as an investment bank. The firm has been SEC-registered since 2000. Ownership is reported as a combination of a domestic entity and an individual, and the dataset does not identify Martinwolf as a newly formed adviser or a multi-state adviser. FINTRX flags Martinwolf as not functioning as a capital allocator and not an active ESG investor. The profile also indicates the firm is not documented as providing pension consulting and is not listed as a related adviser. There are no discrete entries for the firm's fee structure, client segments, or specific advisory activities in the provided dataset. The record shows Martinwolf maintains two office locations, though no further location details are included in the source data.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Anthony Lembo

    Anthony Lembo

    Managing DirectorCRD 4254269

  • Cynthia Thomas

    Cynthia Thomas

    SVPCRD 3017904

  • Michael Rosholt

    Michael Rosholt

    Investment Banking AssociateCRD 6980469

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7000 E Shea Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth