Data / Investment advisers / Virginia / Martin Wealth Solutions
Martin Wealth Solutions, Christiansburg, VA: $377 million AUM, SEC registered investment adviser
Martin Wealth Solutions is an SEC registered investment adviser with its main office in Christiansburg, Virginia and reports $377 million in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 283428
- SEC file number
- 801-126115
- SEC status
- Approved, effective July 29, 2022
- Legal name
- New River Financial Group, LLC
- Main office
- 1055 W Main Street, Christiansburg, VA 24073
- Phone
- (540) 639-4810
- Website
- planwellretirehappy.com
- Regulatory AUM
- $377,087,213 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $377,087,213
- Accounts
- 1,638
- Employees
- 10, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 798 | $221.4 million |
| High net worth individuals | 98 | $155.7 million |
| Charitable organizations | Fewer than 5 | $70,459 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $377.1 million | February 17, 2026 |
| December 1, 2025 | $276.6 million | March 12, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hunter Lewis LLC | Crozet | $394.6 million | 1 | adviserinfo.sec.gov |
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | Not listed | adviserinfo.sec.gov |
| Sentinel Wealth Management, Inc. | Reston | $388.8 million | Not listed | adviserinfo.sec.gov |
| Wills Financial Group, LLC | Richmond | $385.7 million | Not listed | adviserinfo.sec.gov |
| Paragon Financial Services | Richmond | $383.7 million | Not listed | adviserinfo.sec.gov |
| Commonwealth Retirement Investments LLC | Richmond | $377 million | Not listed | adviserinfo.sec.gov |
| Strategent Financial, LLC | Harrisonburg | $374.7 million | Not listed | adviserinfo.sec.gov |
| Masonry Capital Management, LLC | Charlottesville | $370.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Martin Wealth Solutions on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.