# Martinsen Wealth Management

> Martinsen Wealth Management is an SEC-registered investment advisory firm in Tempe, AZ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 332433
- Filed as: MARTINSEN WEALTH MANAGEMENT
- Legal name: Martinsen Wealth Management, LLC
- Also doing business as: MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tempe, AZ
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332433
- AdvisorCensus page: https://advisorcensus.com/firm/martinsen-wealth-management-tempe-az-332433

## Quick answers

**How is Martinsen Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Martinsen Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Martinsen Wealth Management located?**
Martinsen Wealth Management's principal office is in Tempe, AZ, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Martinsen Wealth Management registered with the SEC or a state?**
Martinsen Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332433.

**How much does Martinsen Wealth Management manage?**
Martinsen Wealth Management reports $143,208,495 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Martinsen Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Martinsen Wealth Management: Regulatory assets under management: $0 in the October 2024 data and $143,208,495 in the October 2026 data. Total employees: 11 in October 2024 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Martinsen Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (326); high net worth individuals (28); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Martinsen Wealth Management use?**
Martinsen Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Martinsen Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332433

**Does Martinsen Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "In general, MWM requires a minimum of $250,000 to open and maintain an advisory account."

**What changed in Martinsen Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: $250,000

> In general, MWM requires a minimum of $250,000 to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $143,208,495
- Discretionary: $143,208,495
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 326 | $85,744,233 |
| High net worth individuals | 28 | $55,357,025 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $1,799,029 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $308,208 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 19 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, NC, NE, NM, OR, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Tucson, AZ
- Valencia, CA

### Websites listed on Form ADV (Item 1.I)
- [5wbook.com](https://5wbook.com)
- [annuitylane.com](https://annuitylane.com)
- [financialfastlane.com](https://financialfastlane.com)
- [martinsenwealth.com](https://martinsenwealth.com)
- [socialsecuritylane.com](https://socialsecuritylane.com)
- [taxfreelane.com](https://taxfreelane.com)
- [universityofretirementplanning.com](https://universityofretirementplanning.com)
- Facebook @MartinsenWealth
- Instagram @financial_fast_lane
- LinkedIn @martinsen-wealth-mangement
- LinkedIn @lane-martinsen-6637578
- X @LaneMartinsen
- YouTube @FinancialFastLane

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 11 | September 27, 2024 |
| October 2025 | $102,335,147 | 16 | July 24, 2025 |
| October 2026 | $143,208,495 | 19 | June 30, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $143,208,495 in the October 2026 data.
Total employees: 11 in October 2024 and 19 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in OR.

### March 2026
- Regulatory assets under management went from $102,335,147 to $143,208,495 (+40%).
- Employees performing advisory functions went from 5 to 7.
- Registered or notice-filed in VA.

### December 2025
- Registered or notice-filed in UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martinsen Wealth Management (CRD 332433): Form ADV filing data as of October 2026.