Martinwright Advisory, LLC

Overview

Martinwright Advisory, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional customers, offering financial planning and portfolio management for individuals, small businesses, and institutions. It also operates as an insurance broker and charges fees that include a percentage of assets under management alongside other fee arrangements. Martinwright registered with the SEC in 2025 and is not positioned as a capital allocator or pension consultant; it does not identify as an active ESG investor or a multistate adviser.

Assets & Accounts

Investments & Alternatives