Founder/ceo · Martinsen Wealth Management
Lane G Martinsen
CRD 6435057 · Named on Form ADV at one SEC-registered adviser
At a glance
Martinsen Wealth Management, an SEC-registered wealth manager based in Tempe, AZ with $143 million in regulatory assets, lists Lane G Martinsen on its Form ADV as Founder/ceo, a control person.
Firms and roles
- Martinsen Wealth ManagementFounder/ceoWealth manager · Tempe, AZ · $143M in regulatory assets
AtlasMembers
Lane’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jeremy L. VaughtCCO, Martinsen Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.