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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Helene Postrel
FinOpCRD 2240945

Cynthia Thomas
Senior Vice PresidentCRD 3017904

Martin Wolf
Founder and ChairmanCRD 3270463
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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