Martin Wealth Management, LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 147225
- Website
- martinwealthmoney.com
- Fee structure
- Other
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Martin Wealth Management, LLC is a privately held limited liability company that functions primarily as a capital allocator and adviser selection firm. The business is owned by an individual and emphasizes selecting third‑party advisers and running educational seminars and workshops rather than acting as a full discretionary portfolio manager. Regulatory details are limited in the source data; the firm is not identified as a multistate adviser, is not an active ESG investor, and does not position itself as a pension consultant. The firm lists an insurance company among its industry affiliations, and its fee structure is described generically as "other." Its reported advisory activities point to a model that combines third‑party manager selection with client education, consistent with a non‑discretionary, consultative relationship with account holders.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Raymond Martin
President and Investment Advisor RepresentativeCRD 1920247

Craig Kennedy
Financial AdvisorCRD 4835424

David Hart
Investment Adviser RepresentativeCRD 5837444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 30 Executive Park
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Index Fund Advisors, Inc.
RIAIrvine, CA
Ascend Financial Advisers, Inc
RIAIrvine, CA
Syzygy Financial LLC
RIAIrvine, CA
Pathfinder Finance And Insurance Solutions
RIAIrvine, CA
Charles Fish Investments, Inc.
RIAIrvine, CA
Maxim Capital Advisors, Inc.
RIAIrvine, CA