{"url":"https://nivawealth.com/firms/martin-wealth-management-135813","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135813","regulatoryAum":107088335,"crd":"135813","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4990898","suffix":null,"lastName":"MARTIN","firstName":"STEPHEN","middleName":"WRIGHT"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135621","legalName":"Martin Wealth Management","displayName":"Martin Wealth Management","slug":"martin-wealth-management-135813","website":"https://purposefulfinancialplanning.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/purposefulfp","founded":null,"organization":"Colorado limited liability 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Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010185","versionId":1010185,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-19","documentName":"ADV PART 2A BROCHURE & PART 2B BROCHURE SUPPLEMENT","fee_rate_low":0.7,"fee_rate_high":0.85,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":4000},{"role":"other","program":"Financial Planning Hourly Services","summary":"Financial planning hourly services are billed at $250 to $600 an hour, depending on the complexity of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010185","versionId":1010185,"submittedOn":"2026-02-19","documentName":"ADV PART 2A BROCHURE & PART 2B BROCHURE SUPPLEMENT"},{"role":"other","program":"Investment Review Services","summary":"Investment review services are a flat fee of $3,995, paid in two installments.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010185","versionId":1010185,"submittedOn":"2026-02-19","documentName":"ADV PART 2A BROCHURE & PART 2B BROCHURE SUPPLEMENT"},{"role":"other","program":"Starter Program Services","summary":"Starter program services are a flat fee of $300 to $500, set out in the advisory agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010185","versionId":1010185,"submittedOn":"2026-02-19","documentName":"ADV PART 2A BROCHURE & PART 2B BROCHURE SUPPLEMENT"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:17:38.94961+00:00","documents":[{"name":"ADV PART 2A BROCHURE & PART 2B BROCHURE SUPPLEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010185","versionId":1010185,"submittedOn":"2026-02-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":105657082},{"name":"Nationwide Securities, LLC","shortName":"Nationwide Securities","location":"Columbus, OH","smaAssets":1431253}],"custodyNote":"Martin Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Stephen Martin","title":"President, Chief Compliance Officer, & Managing Member","crd":"4990898"}],"ownership":[{"label":"Stephen Martin","detail":"President, chief compliance officer, & managing member in the 75% or more ownership band and a control person, since February 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"970-443-1873","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":86},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"19 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/135813/PDF/135813.pdf","brochureDate":"19 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010185","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Martin Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Martin Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Martin Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Martin Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Martin Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Martin Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Martin Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Martin Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Martin Wealth Management?","answer":"Its phone number is 970-443-1873. Its website is purposefulfinancialplanning.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}