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MARTINWRIGHT ADVISORY, LLC

MW ADVISORY LLC

CRD 338634 · SEC 801-134599

Visit website

3290 NORTHSIDE PARKWAY NW, SUITE 950, ATLANTA, GA, 30327, United States

Phone

404-882-8756

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.7M

Discretionary AUM

$160.7M

Team

9 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; CONSULTING

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals8$1.1M
High net worth individuals100$114.7M
Corporations/business entities8$45.0M

States served

GA

All web addresses on file

Official SEC filing: View on IAPD