$160.7M Total AUM
$160.7M Disc. AUM
-- 3Y CAGR
9 Employees
116 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Folio Investments · Goldman Sachs · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-14-2025
- Office Locations
- 1
Office Locations
3290 Northside Parkway NW Suite 950 Atlanta GA
About Martinwright Advisory, LLC
Martinwright Advisory, LLC is a Atlanta-based RIA. The firm has been operating for 0 years. Managing $160.7M in total assets under management, with 5 advisory representatives. They custody assets with Folio Investments and Goldman Sachs.
Team overview
34 AVG AGE
$32.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.4 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
Bradley Garrett Martin
Co-founder, Managing Member
- CRD
- #5362568
- Ownership
- 50% but less than 75%
Available
Available
Available
MARGARET CHAMPAGNE WRIGHT
Co-founder, Managing Director, Managing Member, Wealth Advisor
- CRD
- #6653692
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
Jennifer Scott Friberg
Investment Specialist
- CRD
- #6739607
Available
Available
Available
H
Hugh Sylvanus Merkel
Director of Investments
- CRD
- #5319854
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,704,772 | $1,385,386 |
| Non-Discretionary | $0 | -- |
| Total | $160,704,772 | $1,385,386 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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