Martinsen Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Martinsen Wealth Management reports 366 clients. They include 326 individual clients, 28 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 100.0% ($143M across 846 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $143M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 60% |
| High-net-worth individuals | 8% | 39% |
| Pension and profit-sharing plans | 3% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 326 | $85.7M | 59.9% | $263K |
| High-net-worth individuals | 28 | $55.4M | 38.7% | $1.98M |
| Pension and profit-sharing plans | 11 | $1.8M | 1.3% | $164K |
| Corporations and other businesses | Fewer than 5 | $308K | 0.2% | $308K |
| Total | 366 | $143M | 100% | — |
- Clients
- 326
- Regulatory AUM
- $85.7M
- AUM share
- 59.9%
- Avg. per client
- $263K
- Clients
- 28
- Regulatory AUM
- $55.4M
- AUM share
- 38.7%
- Avg. per client
- $1.98M
- Clients
- 11
- Regulatory AUM
- $1.8M
- AUM share
- 1.3%
- Avg. per client
- $164K
- Clients
- Fewer than 5
- Regulatory AUM
- $308K
- AUM share
- 0.2%
- Avg. per client
- $308K
Total
- Clients
- 366
- Regulatory AUM
- $143M
- 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
- 251–500
Martinsen Wealth Management charges 0.50%–1.50% a year for its Model portfolios and direct asset management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.40% |
| $500K–$750K | 1.30% |
| $750K–$1M | 1.20% |
| $1M–$1.5M | 1.00% |
| $1.5M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Estate planning
- Estate planning fees are determined by the complexity of the services needed and are billed directly to the client, separate from advisory fees.
- Online financial planning seminar series
- An online educational seminar series on financial planning topics is offered for $59.
Lane Martinsen owns 75% or more of Martinsen Wealth Management. It has 19 employees, 7 of them in advisory roles.
Staff
- 19 employees
- 7 in advisory functions
- 7 state-registered reps
- 9 insurance agents
- Owns 75% or more of Martinsen Wealth Management, LLC
Lane Martinsen
Control person · since May 2014
Martinsen Wealth Management’s regulatory assets grew from $102M (July 2025) to $143M (June 2026); clients rose from 302 to 366 and employees from 16 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $143M | 366 | 19 | 3 |
| Jul 2025July 2025 | $102M | 302 | 16 | 3 |
Besides its headquarters, Martinsen Wealth Management has 2 offices, with 3 listed addresses across 2 states.
Arizona · 2 listed addresses
- 7855 S. River Parkway, Suite 201, TempeHQ
- 4767 E Camp Lowell DR., Tucson
California · 1 listed address
- 23530 Magic Mountain Pkwy, Valencia
Other business names
Martinsen Wealth Management has reported 1 other business name to the SEC.
- Martinsen Wealth Advisory Solutions, LLC
Contact and registration details
- Legal name
- Martinsen Wealth Management, LLC
- Headquarters
- 7855 S. River Parkway, Suite 201, Tempe, AZ 85284
- Website
- 5wbook.com
- Phone
- 480-550-6556
- @martinsen-wealth-mangement
- SEC file
- 801-130933
- Structure
- Utah LLC
- Fiscal year end
- December
Martinsen Wealth Management’s named custodian for separately managed accounts is Fidelity ($143M). Martinsen Wealth Management has custody of $12M for 45 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $143M100%
At year end, Martinsen Wealth Management’s separately managed accounts were mostly in funds (76%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds76%
- Registered funds73%
- Pooled vehicles3%
- Cash11%
How many clients does Martinsen Wealth Management have?
Martinsen Wealth Management has 366 clients and manages $143 million for them, as of June 2026. They include 326 individual clients, 28 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Martinsen Wealth Management offer?
Martinsen 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 Martinsen Wealth Management charge?
Martinsen Wealth Management charges 0.50%–1.50% a year for its Model portfolios and direct asset management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: MARTINSEN WEALTH MANAGEMENT, LLC 2A, filed 30 June 2026
Which custodians does Martinsen Wealth Management use?
Martinsen Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does Martinsen Wealth Management have?
Martinsen Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 19 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are 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 Martinsen Wealth Management invest in?
At the end of its last fiscal year, Martinsen Wealth Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 11% cash and equivalents and 3% 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 Martinsen Wealth Management?
Martinsen Wealth Management’s direct owner is Lane Martinsen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Martinsen Wealth Management get paid?
Martinsen Wealth Management is paid through a percentage of assets under management. 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 Martinsen Wealth Management?
Martinsen Wealth Management’s main office is at 7855 S. River Parkway, Suite 201, Tempe, AZ 85284. Its phone number is 480-550-6556. Its website is 5wbook.com.
