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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARTINSEN WEALTH MANAGEMENT

MARTINSEN WEALTH MANAGEMENT, LLC, CRD 332433

TEMPE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:455b6ecf-b410-932d-9495-62cb58982dde

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Jul 18, 2024 to Jun 30, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $143MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $143M
Private client RAUM: $141MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $20.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 846
Individual clients: 326
High net worth clients: 28
Custody, client assets: $12.0M
SEC number: 801-130933
CRD: 332433
Filings on the tape: 17
First filed: Jul 18, 2024
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, UT
Website: 5wbook.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEREMY LANE VAUGHT	Certified Financial Planner	TEMPE, AZ	2	10	3	no
LANE G MARTINSEN	n/a	TEMPE, AZ	2	11	1	no
KENNETH SHERMAN HOLMES	n/a	TEMPE, AZ	2	17	2	no
MARK GOASLIND	n/a	TEMPE, AZ	1	17	2	no
Ethan Bell	n/a	TEMPE, AZ	1	12	n/a	no
Nathan NIELS Faerber	Certified Financial Planner	TEMPE, AZ	0	22	6	no
KEVIN SANFORD BONN	n/a	GRAND PRAIRIE, TX \| TEMPE, AZ	0	32	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARTINSEN, LANE, G	FOUNDER/CEO	E	yes	05/2014	Jul 18, 2024	Dec 17, 2024
VAUGHT, JEREMY, LANE	Cco	Na	yes	07/2024	Jul 18, 2024	Dec 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARTINSEN WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$143M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tucson	Az	United States	1	no
Valencia	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$143M	$143M	19	7	2	n/a	n/a
2024	Mar 11, 2025	$102M	$102M	16	5	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	14.3%	0	0	0	7	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$143M	$102M	39.9%	n/a	n/a	19	16	2	2

Relationships

Affiliated with (1)

→ MARTINSEN WEALTH MANAGEMENTRegistered advisercontrol, common control
factForm ADV

Registered with (9)

← KEVIN SANFORD BONNAdvisorregistration: current employment
Apr 3, 2026 to presentfactForm ADV
← Nathan NIELS FaerberAdvisorregistration: current employment
Mar 20, 2026 to presentfactForm ADV
← Ethan BellAdvisorregistration: current employment
Apr 4, 2025 to presentfactForm ADV
← MARK GOASLINDAdvisorregistration: previous registration
Oct 1, 2024 to Dec 31, 2024factForm ADV
← KENNETH SHERMAN HOLMESAdvisorregistration: current employment
Sep 11, 2024 to presentfactForm ADV
← LANE G MARTINSENAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← JEREMY LANE VAUGHTAdvisorregistration: current employment
Aug 23, 2024 to presentfactForm ADV
← Johnny Ray HernandezAdvisorregistration: previous registration
Nov 7, 2025 to Mar 10, 2026factForm ADV
← Darin Glen TuttleAdvisorregistration: previous registration
Sep 23, 2024 to Oct 3, 2024factForm ADV

Controls (2)

← MARTINSEN, LANE, GOwnerFOUNDER/CEO, ownership code E, individual
Jul 18, 2024 to Dec 17, 2024factForm ADV
← VAUGHT, JEREMY, LANEOwnerCCO, ownership code NA, individual
Jul 18, 2024 to Dec 17, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Advisor changed firm
Johnny Ray Hernandez left Martinsen Wealth Management for Public Safety Financial/Galloway (registered 2026-04-22)
Form ADVobserved 4 days ago
Occurred
Oct 3, 2024
Advisor changed firm
Darin Glen Tuttle left Martinsen Wealth Management for Corient (registered 2025-01-08)
Form ADVobserved 4 days ago
Occurred
Jul 18, 2024
First Form ADV filing
Martinsen Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:455b6ecf-b410-932d-9495-62cb58982dde
First observed: Jul 18, 2024
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARTINSEN WEALTH MANAGEMENT

MARTINSEN WEALTH MANAGEMENT, LLC, CRD 332433

TEMPE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:455b6ecf-b410-932d-9495-62cb58982dde

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEREMY LANE VAUGHT

Certified Financial Planner

TEMPE, AZ

LANE G MARTINSEN

n/a

TEMPE, AZ

KENNETH SHERMAN HOLMES

n/a

TEMPE, AZ

MARK GOASLIND

n/a

TEMPE, AZ

Ethan Bell

n/a

TEMPE, AZ

n/a

Nathan NIELS Faerber

Certified Financial Planner

TEMPE, AZ

KEVIN SANFORD BONN

n/a

GRAND PRAIRIE, TX | TEMPE, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTINSEN, LANE, G

FOUNDER/CEO

yes

05/2014

Jul 18, 2024

Dec 17, 2024

VAUGHT, JEREMY, LANE

Cco

yes

07/2024

Jul 18, 2024

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARTINSEN WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$143M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Tucson

United States

Valencia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$143M

n/a

2024

Mar 11, 2025

$102M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$143M

$102M

39.9%

n/a