MARTIN WEALTH MANAGEMENT
Doing business as PURPOSEFUL FINANCIAL AND LEGACY PLANNING. SEC Form ADV profile.
Total regulatory AUM
$107,088,335
Discretionary
$0
Non-discretionary
$107,088,335
Firm details
- CRD number
- 135813
- SEC file number
- 801-135621
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.