Martinwolf
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 47936
- Registered since
- February 11, 2000
- Website
- www.martinwolf.com
Firm profile
FINTRXOverview
Martinwolf is organized as a limited liability company and is classified in public filings as an investment bank. The firm is registered with the SEC, with that registration dating to 2000. Ownership is shown as a mix of a domestic entity and an individual. Publicly available summary fields indicate Martinwolf does not act as a capital allocator, does not self-identify as an active ESG investor, and is not designated as a multi-state adviser. It also does not list pension consulting or affiliation with a related adviser in the dataset. The firm has not disclosed additional detail about its advisory, business, or client-service activities in the source material.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Anthony Lembo
Managing DirectorCRD 4254269

Cynthia Thomas
SVPCRD 3017904

Michael Rosholt
Investment Banking AssociateCRD 6980469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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