Martinsen Wealth Management

Overview

Martinsen Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2024 and serves both individual & family clients and institutional investors. Its primary fee model is a percentage of assets under management, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Martinsen also performs non-advisory business activities as an insurance broker, accountant, and seller of other financial products. The firm is identified as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices