# Purposeful Financial And Legacy Planning: new SEC registration, $107M AUM, 

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Purposeful Financial And Legacy Planning |
| Legal name | Martin Wealth Management |
| CRD | 135813 |
| Status | Approved |
| Registered with the SEC | 2026-02-25 |
| Latest Form ADV filing | 2026-02-19 |
| Regulatory AUM | $107,088,335 |
| Accounts | 336 |
| Employees | 5 |
| Website | https://www.youtube.com/channel/UCOewlkQjqzE0Fe2fZUU4ABw |

## Why this score
- $107M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/135813). Last refreshed: 2026-10-28T20:49:58.746Z.
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.