AdvisorCensus / Financial advisors / Georgia / Atlanta / Martinwright Advisory, LLC
Martinwright Advisory, LLC
Filed as MARTINWRIGHT ADVISORY, LLC · Legal name MW Advisory LLC
Martinwright Advisory, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.
Quick answers
From the filingHow is Martinwright Advisory, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Martinwright Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; other.
What does Martinwright Advisory, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated June 12, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Martinwright Advisory, LLC located?
Martinwright Advisory, LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Martinwright Advisory, LLC registered with the SEC or a state?
Martinwright Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338634.
How much does Martinwright Advisory, LLC manage?
Martinwright Advisory, LLC reports $160,704,772 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).
What types of clients does Martinwright Advisory, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (100); individuals (other than high net worth individuals) (8); corporations or other businesses not listed above (8).
Which custodians does Martinwright Advisory, LLC use?
Martinwright Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets.
Does Martinwright Advisory, LLC 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/338634
What changed in Martinwright Advisory, LLC's recent Form ADV filings?
In the May 2026 filing data: Changed its legal name from Martinwright Advisory, LLC to MW Advisory LLC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
Our annual fee ranges up to 1% annually and is assessed and/or charged monthly in arrears, based on the value at the end of the previous month.
As stated in the firm's Form ADV Part 2A brochure dated June 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$160,704,772 as of October 2026, filing dated August 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- MW Advisory LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 9. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Changed its legal name from Martinwright Advisory, LLC to MW Advisory LLC.
- April 2026
- Regulatory assets under management went from $0 to $160,704,772.
- Employees performing advisory functions went from 1 to 5.
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Employees performing advisory functions went from 4 to 1.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Martinwright Advisory, LLC (CRD 338634): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/martinwright-advisory-llc-atlanta-ga-338634