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 is organized as a limited liability company and is classified in public filings as an investment bank. The firm has been SEC-registered since 2000. Ownership is recorded as involving both a domestic entity and an individual, suggesting a privately held structure rather than a broad institutional ownership model. Public records list several organizational attributes: Martinwolf is not identified as a capital allocator, it does not describe itself as an active environmental, social, and governance (ESG) investor, and it is not registered as a multistate adviser. The firm also does not appear in filings as a newly formed adviser, a pension consultant, or as a related adviser. Those characteristics, together with its investment bank classification, imply the company is oriented toward deal- or advisory-focused activity rather than acting as a discretionary asset manager.

Assets & Accounts

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

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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