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MARTIN NELSON & CO., INC.

SEATTLE, WA · CRD 2903 · IAPD ↗ · martinnelsonco.com · 206-682-6261

$287.3MRegulatory AUM
4Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
7States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MARTIN NELSON & CO., INC. notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — MARTIN NELSON & CO., INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
March 2024 — MARTIN NELSON & CO., INC. reported RAUM up 31% ($159.1M -> $208.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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