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MARTINSEN WEALTH MANAGEMENT

TEMPE, AZ · CRD 332433 · IAPD ↗ · 5wbook.com · 480-550-6556

$143.2MRegulatory AUM
7Advisory reps
19Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — MARTINSEN WEALTH MANAGEMENT notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — MARTINSEN WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2026 — MARTINSEN WEALTH MANAGEMENT reported RAUM up 40% ($102.3M -> $143.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2026 — MARTINSEN WEALTH MANAGEMENT grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
December 2025 — MARTINSEN WEALTH MANAGEMENT changed its website from annuitylane.com to 5wbook.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
December 2025 — MARTINSEN WEALTH MANAGEMENT notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — MARTINSEN WEALTH MANAGEMENT notice-filed in FL, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — MARTINSEN WEALTH MANAGEMENT now reports custody of client assets ($8.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
January 2025 — MARTINSEN WEALTH MANAGEMENT changed its website from universityofretirementplanning.com to martinsenwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
January 2025 — MARTINSEN WEALTH MANAGEMENT notice-filed in NC, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
January 2025 — MARTINSEN WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
January 2025 — MARTINSEN WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
October 2024 — MARTINSEN WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2024 — MARTINSEN WEALTH MANAGEMENT (TEMPE, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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