Martinwolf
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 47936
- Registered since
- February 11, 2000
- Website
- www.martinwolf.com
Firm profile
FINTRXOverview
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
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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