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 has been registered with the SEC since 2000. FINTRX classifies the firm as an investment bank and identifies its ownership as a combination of a domestic entity and an individual. The dataset flags that Martinwolf is not a capital allocator, does not position itself as an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive entries for client base, fee structure, business activities, or advisory activities in the FINTRX record, and there is no additional information about activities or affiliations included in the source data.

Assets & Accounts

Location & Offices

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

FINTRX

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