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 the source data as an investment bank. The firm is SEC-registered dating back to 2000 and is listed as owned by a domestic entity and an individual. The snapshot flags indicate Martinwolf is not set up as a capital allocator, is not active on ESG investing, and is not a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The available attributes point to a firm positioned more toward investment banking activity than traditional wealth- or asset-management. The dataset does not include detail on fee schedules, client segments, or specific advisory offerings, so the published metadata focuses on organizational form and regulatory status rather than client-facing investment programs.
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
Similar firms
Integrity Capital, LLC
Broker-DealerScottsdale, AZ
Vision 4 Fund Distributors
Broker-DealerScottsdale, AZ
Osaic Services, Inc.
Broker-DealerScottsdale, AZ
M. S. Howells & Co
Broker-DealerScottsdale, AZ
BFP Securities, LLC
Broker-DealerScottsdale, AZ
United Planners' Financial Services of America A Limited Partner
Broker-DealerScottsdale, AZ