Martinwright Advisory, LLC: new SEC registration, $161M AUM, Atlanta, GA
Martinwright Advisory, LLC (Atlanta, Georgia): new SEC registration, $161M AUM, Atlanta, GA. Its amount of 161 is above the median of 134 (60th percentile). Dated 355 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 161 · 60th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 24 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Martinwright Advisory, LLC |
| Legal name | Mw Advisory LLC |
| CRD | 338634 |
| Status | Approved |
| Registered with the SEC | 2025-11-14 |
| Latest Form ADV filing | 2026-08-26 |
| Location | Atlanta, GA, United States |
| Regulatory AUM | $160,704,772 |
| Accounts | 116 |
| Employees | 9 |
| Website | HTTPS://WWW.MWADVISORY.COM |
| amount percentile | 60th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (25 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (GA first): Fulcrum Equity Partners, INC. · Highbrook Capital Partners · Tcp Management LLC · Gridline · San Blas Advisory, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Martinwright Advisory, LLC and 25 Georgia peers
- Georgia NewRiaPulse records like this one: 25
- Martinwright Advisory, LLC's amount: 60th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $161M under management.
- Website on file.
What is the NewRiaPulse record for Martinwright Advisory, LLC in Atlanta, Georgia?
Martinwright Advisory, LLC received SEC registration as an investment adviser (2025-11-14) with $160,704,772 in regulatory assets under management, based in Atlanta, GA.
How does Martinwright Advisory, LLC compare to other Georgia NewRiaPulse records?
Its amount of 161 sits in the upper half (60th percentile) of 1,149 records; the median is 134. It is 355 days old; check the official source for later updates before acting.
Martinwright Advisory, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Martinwright Advisory, LLC | Atlanta, GA | 161 | 60th | 2025-11-14 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Georgia NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.