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 FINTRX as an investment bank. The firm has been SEC-registered since 2000. Ownership is listed as a mix of a domestic entity and an individual, suggesting a hybrid ownership structure rather than an institutional parent. The FINTRX entry indicates Martinwolf does not present itself as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser. Several typical profile fields—fee schedule, specific advisory activities, and client segments—are not provided in the available record.
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 9
Helene Postrel
FinOpCRD 2240945

Cynthia Thomas
Senior Vice PresidentCRD 3017904

Martin Wolf
Founder and ChairmanCRD 3270463
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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