MARTIN THOMAS WEALTH MANAGEMENT, LLC

MARTIN THOMAS WEALTH MANAGEMENT, LLC of LOS ALTOS, CA is an SEC-registered investment adviser (CRD 148465). Regulatory assets under management: $108.9M.

Registration

• CRD: 148465
• SEC file number: 801-69652
• Type: Registered investment adviser
• Location: 4546 EL CAMINO REAL #B1, LOS ALTOS, CA, 94022
• Phone: 650-917-3800
• Latest filing: 2010-01-21
• Regulatory AUM: $108.9M
• Discretionary AUM: $106.1M
• Non-discretionary AUM: $2.9M
• Clients: 1
• Accounts: 452

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 148465 on SEC IAPD (source of record)
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