Martinwolf

Broker-DealerFINRA MemberEst. 2000
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 FINTRX as an investment bank. The firm has been SEC-registered since 2000. Ownership is listed as a mix of a domestic entity and an individual, suggesting a hybrid ownership structure rather than an institutional parent. The FINTRX entry indicates Martinwolf does not present itself as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser. Several typical profile fields—fee schedule, specific advisory activities, and client segments—are not provided in the available record.

Assets & Accounts

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

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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