Martin Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Martin Wealth Management reports 90 clients. They include 60 individual clients and 30 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $107M across 336 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 17% |
| High-net-worth individuals | 33% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $18.3M | 17.0% | $304K |
| High-net-worth individuals | 30 | $88.6M | 82.8% | $2.95M |
| Pension and profit-sharing plans | Fewer than 5 | $192K | 0.2% | — |
| Total | 90 | $107M | 100% | — |
- Clients
- 60
- Regulatory AUM
- $18.3M
- AUM share
- 17.0%
- Avg. per client
- $304K
- Clients
- 30
- Regulatory AUM
- $88.6M
- AUM share
- 82.8%
- Avg. per client
- $2.95M
- Clients
- Fewer than 5
- Regulatory AUM
- $192K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 90
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Martin Wealth Management charges 0.70%–0.85% a year for its Ongoing Planning and Investment Management Services. The fee is billed in advance, is negotiable and has a $4,000 annual minimum. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Hourly Services
- Financial planning hourly services are billed at $250 to $600 an hour, depending on the complexity of the engagement.
- Investment Review Services
- Investment review services are a flat fee of $3,995, paid in two installments.
- Starter Program Services
- Starter program services are a flat fee of $300 to $500, set out in the advisory agreement.
Stephen Martin owns 75% or more of Martin Wealth Management. The leadership team of Martin Wealth Management includes President Stephen Martin. It has 5 employees, 1 of them in advisory roles.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Martin Wealth Management
Stephen Martin
Control person · since February 2005
Besides its headquarters, Martin Wealth Management has 0 offices, with 1 listed address with no US state reported.
Other business names
Martin Wealth Management has reported 2 other business names to the SEC.
- Purposeful Financial Planning
- Purposeful Financial and Legacy Planning
Contact and registration details
- Legal name
- Martin Wealth Management
- Headquarters
- Not reported
- Phone
- 970-443-1873
- SEC file
- 801-135621
- Structure
- Colorado LLC
- Fiscal year end
- December
Martin Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($106M, 99%) and Nationwide Securities ($1.43M, 1%). Martin Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $106M99%
- Nationwide SecuritiesNationwide Securities, LLC · Columbus, OH · $1.43M1%
At year end, Martin Wealth Management’s separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks6%
- Funds88%
- Registered funds86%
- Pooled vehicles2%
- Cash6%
How many clients does Martin Wealth Management have?
Martin Wealth Management has 90 clients and manages $107 million for them, as of February 2026. They include 60 individual clients and 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Martin Wealth Management offer?
Martin Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Martin Wealth Management charge?
Martin Wealth Management charges 0.70%–0.85% a year for its Ongoing Planning and Investment Management Services. The fee is billed in advance, is negotiable and has a $4,000 annual minimum.
Source: ADV PART 2A BROCHURE & PART 2B BROCHURE SUPPLEMENT, filed 19 February 2026
Which custodians does Martin Wealth Management use?
Martin Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $106M and Nationwide Securities, LLC (Columbus, OH), with $1.43M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Martin Wealth Management have?
Martin Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Martin Wealth Management invest in?
At the end of its last fiscal year, Martin Wealth Management’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 6% cash and equivalents and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Martin Wealth Management?
Martin Wealth Management’s direct owner is Stephen Martin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Martin Wealth Management get paid?
Martin Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Martin Wealth Management?
Its phone number is 970-443-1873. Its website is purposefulfinancialplanning.com.
