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Stephen Wright Martin

Purposeful Financial And Legacy Planning

Fort Collins, CO

CRD 4990898

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Employer firm

Purposeful Financial And Legacy Planning CRD 135813

$107M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Purposeful Financial And Legacy Planning

Fort Collins, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-11
  • CO RA
    APPROVED
    Since 2025-02-11

Branch Locations

Fort Collins, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Martin Wealth Management, Llc Ft. Collins CO 09/2005 Present
  • 09/2005 → Present
    Martin Wealth Management, Llc
    Ft. Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-16
  • S65 Uniform Investment Adviser Law Examination
    2005-05-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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