MARTINWRIGHT ADVISORY, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 338634
- Registered since
- November 14, 2025
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI71.35%
- Corporations / Businesses27.98%
- Individuals0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Martinwright Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and serves both individual/family and institutional clients. Its practice combines financial planning, portfolio management for individuals, small businesses and institutions, and insurance brokerage activity. The firm charges fees based on a percentage of assets under management plus other fee arrangements. Martinwright does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities33%
- Other7%
- Non-Exchange Traded Equities6%
- State & Local Bonds5%
Contacts
3 of 6Bradley Martin
Co-Founder & PartnerCRD 5362568
Bradley Stark
AssociateCRD 4094102
MARGARET WRIGHT
Co-Founder and PartnerCRD 6653692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3290 Northside Pkwy NW
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GUTT FINANCIAL MANAGEMENT, LLC
RIAAtlanta, GA
THE KEYSTONE FINANCIAL ALLIANCE, LLC
RIAAtlanta, GA
COVEY CAPITAL ADVISORS, LLC
RIAAtlanta, GA
LYNX CAPITAL, LLC
RIAAtlanta, GA
MAVEN CAPITAL PARTNERS, LLC
RIAAtlanta, GA
WEST ELK CAPITAL, LLC
RIAAtlanta, GA