Data / Investment advisers / Georgia / Martinwright Advisory, LLC
Martinwright Advisory, LLC, Atlanta, GA: $161 million AUM, SEC registered investment adviser
Martinwright Advisory, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $161 million in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 338634
- SEC file number
- 801-134599
- SEC status
- Approved, effective November 14, 2025
- Legal name
- MW Advisory LLC
- Main office
- 3290 Northside Parkway NW Suite 950, Atlanta, GA 30327
- Phone
- (404) 882-8756
- Website
- mwadvisory.com
- Regulatory AUM
- $160,704,772 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $160,704,772
- Accounts
- 116
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 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 |
|---|---|---|
| High net worth individuals | 100 | $114.7 million |
| Corporations or other businesses | 8 | $45 million |
| Individuals (other than high net worth individuals) | 8 | $1.1 million |
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 |
|---|---|---|
| April 1, 2026 | $160.7 million | March 18, 2026 |
| December 1, 2025 | Not listed | November 30, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| George M. Hiller Companies, LLC | Atlanta | $183 million | Not listed | adviserinfo.sec.gov |
| True Square Financial LLC | Atlanta | $178.8 million | Not listed | adviserinfo.sec.gov |
| Chancellor Wealth Management, Inc. | Atlanta | $174 million | Not listed | adviserinfo.sec.gov |
| The Keystone Financial Alliance, LLC | Atlanta | $164.7 million | Not listed | adviserinfo.sec.gov |
| Gutt Financial Management, LLC | Atlanta | $162.1 million | Not listed | adviserinfo.sec.gov |
| Covey Capital Advisors, LLC | Atlanta | $156.5 million | Not listed | adviserinfo.sec.gov |
| Lynx Capital, LLC | Atlanta | $154.5 million | 6 | adviserinfo.sec.gov |
| Maven Capital Partners, LLC | Atlanta | $152.9 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Martinwright Advisory, LLC 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.