{ "crd_number": 338634, "slug": "martinwright-advisory-llc-atlanta-ga-338634", "primary_business_name": "MARTINWRIGHT ADVISORY, LLC", "legal_name": "MW ADVISORY LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-11-14", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-08-26", "carried_forward": false, "raum_total": 160704772.0, "raum_discretionary": 160704772.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 9, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 1066908.0, "count": 8 }, "high_net_worth_individuals": { "raum": 114667123.0, "count": 100 }, "corporations_other_businesses": { "raum": 44970741.0, "count": 8 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA" ], "websites": [ "https://facebook.com/MARTINWRIGHTADVISORY", "https://instagram.com/MWADVISORY", "https://linkedin.com/COMPANY/MARTINWRIGHTADVISORY", "https://mwadvisory.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338634", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/martinwright-advisory-llc-atlanta-ga-338634", "display_name": "Martinwright Advisory, LLC", "summary": "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.", "citation": "AdvisorCensus. Martinwright Advisory, LLC (CRD 338634): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Martinwright Advisory, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Martinwright Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; other." }, { "q": "What does Martinwright Advisory, LLC's brochure say about its fees?", "a": "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." }, { "q": "Where is Martinwright Advisory, LLC located?", "a": "Martinwright Advisory, LLC's principal office is in Atlanta, GA, according to its Form ADV." }, { "q": "Is Martinwright Advisory, LLC registered with the SEC or a state?", "a": "Martinwright Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338634." }, { "q": "How much does Martinwright Advisory, LLC manage?", "a": "Martinwright Advisory, LLC reports $160,704,772 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary)." }, { "q": "What types of clients does Martinwright Advisory, LLC serve?", "a": "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)." }, { "q": "Which custodians does Martinwright Advisory, LLC use?", "a": "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." }, { "q": "Does Martinwright Advisory, LLC report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Martinwright Advisory, LLC's recent Form ADV filings?", "a": "In the May 2026 filing data: Changed its legal name from Martinwright Advisory, LLC to MW Advisory LLC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Changed its legal name from Martinwright Advisory, LLC to MW Advisory LLC." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Employees performing advisory functions went from 4 to 1.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 12, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "1% of assets a year", "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)" ], "quotes": [ "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." ] } ], "quotes": [ "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." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Goldman Sachs Custody Solutions", "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/martinwright-advisory-llc-atlanta-ga-338634.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 8, "fewer_than_5": false, "raum": 1066908.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 100, "fewer_than_5": false, "raum": 114667123.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 8, "fewer_than_5": false, "raum": 44970741.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338634", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }