Martin Wealth Management, LLC

Martin Wealth Management, LLC (CRD# 147225) is a financial advisory firm headquartered in , . They manage $10,500,000 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $111,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Martin Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David L. Hart
CRD#: 5837444
Irvine, CA
93
Wealthminder
score

David Hart (CRD# 5837444) is an Investment Advisor Representative working at Martin Wealth Management, LLC in Irvine, CA and has over 6 years of experience in the finance industry.

2
Craig M. Kennedy
CRD#: 4835424
Newport Beach, CA
93
Wealthminder
score

Craig Kennedy (CRD# 4835424) is an Investment Advisor Representative working at Martin Wealth Management, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.

3
Raymond T. Martin
CRD#: 1920247
Newport Beach, CA
93
Wealthminder
score

Raymond Martin (CRD# 1920247) is an Investment Advisor Representative working at Martin Wealth Management, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.

4
Stanley D. Salah
CRD#: 5952745
Newport Beach, CA
78
Wealthminder
score

Stanley Salah (CRD# 5952745) is an Investment Advisor Representative working at Martin Wealth Management, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

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