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Owner, Managing Member, and CCO · Martin Wealth Solutions

Jimmy S. Martin

CRD 5625493 · Named on Form ADV at one SEC-registered adviser

At a glance

Martin Wealth Solutions, an SEC-registered wealth manager based in Christiansburg, VA with $377 million in regulatory assets, lists Jimmy S. Martin on its Form ADV as Owner, Managing Member, and CCO, a control person.

Firms and roles

  • Martin Wealth SolutionsOwner, Managing Member, and CCOWealth manager · Christiansburg, VA · $377M in regulatory assets

AtlasMembers

Jimmy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jimmy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.