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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARTINWRIGHT ADVISORY, LLC

MW ADVISORY LLC, CRD 338634

ATLANTA, GA

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:f51ab4cc-2e57-4891-4814-233bc68071c0

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2025 to Aug 26, 2026
7 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=0.72 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $161MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $161M
Private client RAUM: $116MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $23.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 116
Individual clients: 8
High net worth clients: 100
Custody, client assets: $57.8M
SEC number: 801-134599
CIK: 2149104
CRD: 338634
Filings on the tape: 7
First filed: Nov 30, 2025
Latest filed: Aug 26, 2026
Organised: Limited Liability Company, GA
Website: mwadvisory.com

Advisors on IAPD

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

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
Bradley Garrett Martin	n/a	ATLANTA, GA	18	2	no
Hugh Sylvanus Merkel	Chartered Financial Analyst	ATLANTA, GA	18	2	no
MARGARET CHAMPAGNE WRIGHT	Chartered Financial Analyst	ATLANTA, GA	11	2	no
HANNAH JUNE THOMPSON	Certified Financial Planner	ATLANTA, GA	10	2	no
Jennifer Scott Friberg	Chartered Financial Analyst	ATLANTA, GA	11	3	no
Margaret F Sims	Certified Financial Planner	ATLANTA, GA	15	5	no
Sonia Crumpler	n/a	ATLANTA, GA	15	3	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, Bradley, Garrett	CO-FOUNDER / MANAGING MEMBER	D	yes	11/2025	Aug 26, 2026	Aug 26, 2026
Stark, Bradley, R	CHIEF COMPLIANCE OFFICER	Na	yes	03/2026	Aug 26, 2026	Aug 26, 2026
WRIGHT, MARGARET, CHAMPAGNE	CO-FOUNDER / MANAGING MEMBER	D	yes	11/2025	Aug 26, 2026	Aug 26, 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; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$161M	$161M	9	5	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
7	0	7	0.0%	2	0	0	7	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	$161M	n/a	n/a	n/a	n/a	9	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	3	Feb 6, 2026	Feb 9, 2026	PORTLAND, OR	Team lift out	RIA to new firm	25.0%

Relationships

Controls (3)

← Martin, Bradley, GarrettOwnerCO-FOUNDER / MANAGING MEMBER, ownership code D, individual
Aug 26, 2026 to presentfactForm ADV
← Stark, Bradley, ROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 26, 2026 to presentfactForm ADV
← WRIGHT, MARGARET, CHAMPAGNEOwnerCO-FOUNDER / MANAGING MEMBER, ownership code D, individual
Aug 26, 2026 to presentfactForm ADV

Registered with (7)

← Sonia CrumplerAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← Margaret F SimsAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← Jennifer Scott FribergAdvisorregistration: current employment
May 15, 2026 to presentfactForm ADV
← Hugh Sylvanus MerkelAdvisorregistration: current employment
Feb 9, 2026 to presentfactForm ADV
← MARGARET CHAMPAGNE WRIGHTAdvisorregistration: current employment
Feb 9, 2026 to presentfactForm ADV
← HANNAH JUNE THOMPSONAdvisorregistration: current employment
Feb 9, 2026 to presentfactForm ADV
← Bradley Garrett MartinAdvisorregistration: current employment
Dec 2, 2025 to presentfactForm ADV

Moved with (1)

← TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviser3 advisors, team lift out, same day
Feb 6, 2026 to Feb 9, 2026factForm ADV

Dated events

Occurred
Feb 6, 2026
Team lift-out
3 advisors left Tru Independence Asset Management, LLC (Portland, OR) for Martinwright Advisory, LLC on the same day
Form ADVobserved 5 days ago
3 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f51ab4cc-2e57-4891-4814-233bc68071c0
First observed: Nov 30, 2025
Last observed: Aug 26, 2026 25 days 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.

MARTINWRIGHT ADVISORY, LLC

MW ADVISORY LLC, CRD 338634

ATLANTA, GA

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:f51ab4cc-2e57-4891-4814-233bc68071c0

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Bradley Garrett Martin

n/a

ATLANTA, GA

Hugh Sylvanus Merkel

Chartered Financial Analyst

ATLANTA, GA

MARGARET CHAMPAGNE WRIGHT

Chartered Financial Analyst

ATLANTA, GA

HANNAH JUNE THOMPSON

Certified Financial Planner

ATLANTA, GA

Jennifer Scott Friberg

Chartered Financial Analyst

ATLANTA, GA

Margaret F Sims

Certified Financial Planner

ATLANTA, GA

Sonia Crumpler

n/a

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Martin, Bradley, Garrett

CO-FOUNDER / MANAGING MEMBER

yes

11/2025

Aug 26, 2026

Stark, Bradley, R

CHIEF COMPLIANCE OFFICER

yes

03/2026

Aug 26, 2026

WRIGHT, MARGARET, CHAMPAGNE

CO-FOUNDER / MANAGING MEMBER

yes

11/2025

Aug 26, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$161M

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

$161M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Feb 6, 2026

Feb 9, 2026

PORTLAND, OR

Team lift out

RIA to new firm

25.0%