SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Martinwright Advisory, LLC
Atlanta, GA
MW Advisory LLC, CRD 338634
Firm filing updated August 26, 2026 ·
- $160.7MAssets
- 116Clients
- 5Advisory staff
- 116Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals100
- Individuals8
- Corporations or other businesses8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 8 | $1.1 million |
| High net worth individuals | 100 | $114.7 million |
| Corporations or other businesses not listed above | 8 | $45.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$160.7 million
- Accounts116
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: MW Advisory LLC SEC-registered investment advisor. CRD 338634, SEC file 801-134599.
- Registered with the SEC as an investment advisor (status date on record: November 14, 2025).
Is Martinwright Advisory, LLC a fiduciary?
Short answer: Martinwright Advisory, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.