Martinsen Wealth Management, Llc
- Regulatory AUM
- $143M
- Discretionary
- $143M
- Clients
- 366
- Avg AUM / client
- $391K
- Accounts
- 846
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 326 | $85.7M | 59.9% |
| High net worth individuals | 28 | $55.4M | 38.7% |
| Pension and profit sharing plans | 11 | $1.8M | 1.26% |
| Corporations and other businesses | 1 | $308K | 0.22% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lane G Martinsen | Founder/Ceo | May 2014 (12y) | 75% or more | |
| Jeremy Lane Vaught | Cco | CFP | Jul 2024 (2y) | Less than 5% |
| Kenneth Sherman Holmes | Registered representative | Sep 2024 (2y) | ||
| Mark Goaslind | Registered representative | Jan 2025 (2y) | ||
| Ethan Bell | Registered representative | Apr 2025 (1y) | ||
| Nathan Niels Faerber | Registered representative | CFP | Mar 2026 (0y) | |
| Kevin Sanford Bonn | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $143M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗