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 operating as an institutional registered investment adviser with an individual owner. The firm functions as a capital allocator and focuses on sourcing and selecting third‑party managers rather than managing all strategies in house. Its advisory activity centers on selection of other advisers and running educational seminars and workshops. Martin Wealth Management reports a non‑standard fee arrangement labeled as "Other," is not active on ESG investing, and is not registered as a multi‑state adviser, pension consultant, or related adviser. The firm also lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Raymond Martin

    Raymond Martin

    President and Investment Advisor RepresentativeCRD 1920247

  • Craig Kennedy

    Craig Kennedy

    Financial AdvisorCRD 4835424

  • David Hart

    David Hart

    Investment Adviser RepresentativeCRD 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

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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