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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PURPOSEFUL FINANCIAL AND LEGACY PLANNING

MARTIN WEALTH MANAGEMENT, CRD 135813

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:d34fe0f1-f54e-76ef-a79d-e33281f19be2

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Feb 19, 2026 to Feb 19, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Martin Wealth Management LLC

Venture manager · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $107MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $107MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $107Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 336
Individual clients: 60
High net worth clients: 30
SEC number: 801-135621
CRD: 135813
Filings on the tape: 1
First filed: Feb 19, 2026
Latest filed: Feb 19, 2026
Organised: Limited Liability Company, CO

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
STEPHEN WRIGHT MARTIN	Certified Financial Planner	FORT COLLINS, CO	1	21	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
MARTIN, STEPHEN, WRIGHT	PRESIDENT, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER	E	yes	02/2005	Feb 19, 2026	Feb 19, 2026

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$107M	$0	5	1	0	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
0	0	0	0.0%	0	0	0	0	0

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	$107M	n/a	n/a	n/a	n/a	5	n/a	0	n/a

Relationships

Controls (1)

← MARTIN, STEPHEN, WRIGHTOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER, ownership code E, individual
Feb 19, 2026 to presentfactForm ADV

Registered with (2)

← STEPHEN WRIGHT MARTINAdvisorregistration: current employment
Feb 11, 2025 to presentfactForm ADV
← Colton Joseph TurnerAdvisorregistration: previous registration
Jul 23, 2019 to Feb 13, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d34fe0f1-f54e-76ef-a79d-e33281f19be2
First observed: Feb 19, 2026
Last observed: Feb 19, 2026 7 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.

PURPOSEFUL FINANCIAL AND LEGACY PLANNING

MARTIN WEALTH MANAGEMENT, CRD 135813

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:d34fe0f1-f54e-76ef-a79d-e33281f19be2

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEPHEN WRIGHT MARTIN

Certified Financial Planner

FORT COLLINS, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTIN, STEPHEN, WRIGHT

PRESIDENT, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER

yes

02/2005

Feb 19, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$107M

n/a