SourcingSourcing

MARTINSEN WEALTH MANAGEMENT, LLC

C30
CRD 332433·SEC 801-130933·TEMPE, AZ
AUM
$143.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$430K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARTINSEN WEALTH MANAGEMENT, LLC
CRD
332433
SEC file #
801-130933
EIN
—
DBA names
Martinsen Wealth Management

Economics

AUM
$143.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$102.3M → $143.2M▲ +40%
Client mix
Individuals Other326
Individuals High Net Worth28
Pension Profit Sharing Plans11
Corporations1

Operations

Employees (total)
19
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
5 advisors → 7 advisors▲ +40%
Primary office
TEMPE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
5wbook.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARTINSEN, LANE, G
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MARTINSEN, LANE, G
VAUGHT, JEREMY, LANE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
5WBOOK.COM
Rdap Domain Creation Date
2025-04-22T17:28:45Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4735
Soi Zip Pct 200k Plus
0.2342
Soi Zip Returns 200k Plus
2,300
Soi Zip Total AGI
1,810,836
Fdic Zip Total Deposits
17,762,815,000
Fdic Zip Branch Count
246
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Fidelity6
E*trade4
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationTempe, AZ
Norwest Bank Arizona, National AssociationTempe, AZ
Fdic Zip HHI
1805.75
Fdic Zip Top Bank Share Pct
30
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-22T17:28:45Z
Rdap Domain Last Changed
2026-04-07T07:17:05Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,896
Returns1,680
Stub 2
AGI50,329
Returns1,350
Stub 3
AGI74,515
Returns1,200
Soi Zip Total Business Income
46,076
Soi Zip Total Cap Gains
158,802
Soi Zip Total Dividends
56,625
Soi Zip Total Returns
9,820
Top Owner CRD
6435057
Trust Company Affiliate
No

People (8)

8
MARTINSEN, LANE, G
IAR · Direct Owner · 87.5%
6435057
VAUGHT, JEREMY, LANE
IAR · Executive Officer · 2.5%
6618086
MARK GOASLIND
IAR
5724991
Ethan Bell
IAR
8069710
KEVIN SANFORD BONN
IAR
2474967
Nathan NIELS Faerber
IAR
4715060
KENNETH SHERMAN HOLMES
IAR
5652653
William Bradford Goaslind
IAR
7573086