Martinwolf

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
47936
Registered since
February 11, 2000

Firm profile

FINTRX

Overview

Martinwolf is organized as a limited liability company and is classified in the data as an investment bank rather than a traditional registered investment adviser. The firm is identified as having both a domestic entity and individual ownership structure. It is not identified as a capital allocator, is not flagged as an active ESG investor, and the dataset shows it is not a multi-state adviser, not a pension consultant, and not a related adviser. The record does not include details on fee schedules, specific advisory services, or business activities, so its primary market positioning appears centered on investment banking activity rather than on providing discretionary wealth-management services.

Assets & Accounts

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 9
  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • Cynthia Thomas

    Cynthia Thomas

    Senior Vice PresidentCRD 3017904

  • Martin Wolf

    Martin Wolf

    Founder and ChairmanCRD 3270463

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7000 E Shea Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth