Martinwolf
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 47936
- Registered since
- February 11, 2000
- Website
- www.martinwolf.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Anthony Lembo
Managing DirectorCRD 4254269

Cynthia Thomas
SVPCRD 3017904

Michael Rosholt
Investment Banking AssociateCRD 6980469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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