{"url":"https://nivawealth.com/firms/martinsen-wealth-management-332433","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332433","regulatoryAum":143208495,"crd":"332433","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8069710","suffix":null,"lastName":"Bell","firstName":"Ethan","middleName":null},{"crd":"2474967","suffix":null,"lastName":"BONN","firstName":"KEVIN","middleName":"SANFORD"},{"crd":"4715060","suffix":null,"lastName":"Faerber","firstName":"Nathan","middleName":"NIELS"},{"crd":"5724991","suffix":null,"lastName":"GOASLIND","firstName":"MARK","middleName":null},{"crd":"5652653","suffix":null,"lastName":"HOLMES","firstName":"KENNETH","middleName":"SHERMAN"},{"crd":"6435057","suffix":null,"lastName":"MARTINSEN","firstName":"LANE","middleName":"G"},{"crd":"6618086","suffix":null,"lastName":"VAUGHT","firstName":"JEREMY","middleName":"LANE"}],"total":7,"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"},"history":[{"filedOn":"2025-07-24","regulatoryAum":102335147,"clients":302,"employees":16,"offices":3},{"filedOn":"2026-06-30","regulatoryAum":143208495,"clients":366,"employees":19,"offices":3}],"secFileNumber":"801-130933","legalName":"Martinsen Wealth Management, LLC","displayName":"Martinsen Wealth Management","slug":"martinsen-wealth-management-332433","website":"https://5wbook.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/martinsen-wealth-mangement/","xUrl":"https://x.com/LaneMartinsen","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7855 S. 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River Parkway, Suite 201","city":"Tempe","headquarters":true},{"street":"4767 E Camp Lowell DR.","city":"Tucson"}]},{"state":"California","offices":1,"addresses":[{"street":"23530 Magic Mountain Pkwy","city":"Valencia"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"480-550-6556","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"Securities issued by registered investment companies or business development companies","percent":73},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332433/PDF/332433.pdf","brochureDate":"30 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050197","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 Martinsen Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Martinsen Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Martinsen Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Martinsen Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Martinsen Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Martinsen Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Martinsen Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Martinsen Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Martinsen Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 June 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."}