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Martinsen Wealth Management

Martinsen Wealth Management. CRD 332433

Martinsen Wealth Management logo

CRD: 332433

Martinsen Wealth Management

Tempe, AZ, 85284
4805506556
www.martinsenwealth.com
$143.2M Total AUM
$143.2M Disc. AUM
-- 3Y CAGR
19 Employees
366 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
WavePathway +more
Established Date
08-16-2024
Office Locations
2

Office Locations

7855 S. River Parkway Suite 201 Tempe AZ
-- Grand Prairie TX

About Martinsen Wealth Management

Martinsen Wealth Management is an independent, SEC-registered RIA focused on retirement planning for professionals nearing or in retirement. The team provides holistic financial planning, retirement income strategies, wealth management, and insurance/annuity and tax- and estate-planning coordination. Clients can complete a Nitrogen (Riskalyze) risk score and meet virtually or in person; services offered nationwide. Custody reported with Fidelity/NFS.

Team overview

43 AVG AGE
$20.5M AVG AUM / ADVISOR
$391.3K AVG AUM / CLIENT
1.2 yrs AVG TENURE
19 Employees
7 Advisory Reps
7 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Pioneer crest Value peak Radial Glacier Beacon Wave

Client Personas

Unison value

Custodian

Pathway north

Investment Themes

Summit beacon Harbor vertex Quantum Timber Momentum atlas

Investment Vehicles

Summit summit Value peak

Platform

Foundation vector

Services

Vector Zenith summit Vital Atlas Peak vital Matrix vertex Eagle Glacier Bridge matrix

Technology

Crest Ridge element Optima

Owner & Executives

LANE G MARTINSEN

LANE G MARTINSEN

Chief Executive Officer, FOUNDER, Investment Advisor Representative

CRD
#6435057
Ownership
75% or more
(561) 212-3165
foundation.catalyst@vitalcapital.com
in linkedin.com/in/bridge-horizon
JEREMY LANE VAUGHT

JEREMY LANE VAUGHT

Chief Compliance Officer, Partner

CRD
#6618086
Ownership
Less than 5%
(770) 508-9610
timber.momentum@bridgecapital.com
in linkedin.com/in/pathway-foundation

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Contacts

E

Ethan Bell

--

CRD
#8069710
(784) 746-4559
radial.vertex@vitalcapital.com
in linkedin.com/in/fusion-atlas
K

KEVIN SANFORD BONN

--

CRD
#2474967
(609) 478-5332
delta.frontier@alphacapital.com
in linkedin.com/in/foundation-ridge
L

Legacy matrix

Glacier optima foundation

CRD
#65849
(698) 719-9909
beacon.catalyst@catalystcapital.com
in linkedin.com/in/element-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-17-2024
10-30-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $143,208,495 $169,277
Non-Discretionary $0 --
Total $143,208,495 $169,277

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Separately Managed Accounts

Total SMA Asset: $143,208,495

$143.2M Total SMA
Public Funds:
30.4%
Equity - Exchange:
20.3%
Cash:
27.7%
Private Funds:
21.6%
Asset class Assets Assets %
Public Funds $1,313,824,919 30.4%
Equity - Exchange $877,323,877 20.3%
Cash $1,197,136,522 27.7%
Private Funds $933,507,180 21.6%
Total $4,321,792,498 100.0%

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