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MARTINWRIGHT ADVISORY, LLC

ATLANTA, GA · CRD 338634 · IAPD ↗ · mwadvisory.com · 404-882-8756

$160.7MRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MARTINWRIGHT ADVISORY, LLC now reports custody of client assets ($57.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
69
April 2026 — MARTINWRIGHT ADVISORY, LLC grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — MARTINWRIGHT ADVISORY, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
February 2026 — MARTINWRIGHT ADVISORY, LLC shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
95
December 2025 — MARTINWRIGHT ADVISORY, LLC (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.