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MARTIN WEALTH SOLUTIONS

CHRISTIANSBURG, VA · CRD 283428 · IAPD ↗ · planwellretirehappy.com · 540-639-4810

$377.1MRegulatory AUM
5Advisory reps
10Employees
0Clients
More than 500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — MARTIN WEALTH SOLUTIONS reported RAUM up 36% ($276.6M -> $377.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2026 — MARTIN WEALTH SOLUTIONS reports More than 500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2025 — MARTIN WEALTH SOLUTIONS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — MARTIN WEALTH SOLUTIONS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — MARTIN WEALTH SOLUTIONS reported RAUM up 50% ($184.1M -> $276.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — MARTIN WEALTH SOLUTIONS grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
April 2024 — MARTIN WEALTH SOLUTIONS notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — MARTIN WEALTH SOLUTIONS reported RAUM up 39% ($132.3M -> $184.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.