MARTIN WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
IRVINE, California
CRD number
147225
Fee structure
Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • RAYMOND MARTIN

    PresidentCRD 1920247

  • CRAIG KENNEDY

    Financial AdvisorCRD 4835424

  • DAVID HART

    Financial AdvisorCRD 5837444

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth