Martinwright Advisory, LLC

Overview

Martinwright Advisory, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year listed as 2025) and serves both individual and family clients as well as institutional clients. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm also operates as an insurance broker and charges fees primarily as a percentage of assets under management (with other fee arrangements also noted). Martinwright does not identify as an active ESG investor, is not designated as a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives