RIA Intelligence

NEW RIVER FINANCIAL GROUP, LLC

Legal name: MARTIN WEALTH SOLUTIONS

CRD #283428 SEC #801-126115 CHRISTIANSBURG, VA 540-639-4810
SEC Registered
Total AUM
$276.6M
Discretionary
$276.6M
Employees
10
Clients
51
Accounts
1,495

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARTIN, JIMMY, STEPHENIOWNER, MANAGING MEMBER, AND CCOE Control
MARTIN, JIMMY, STEPHENIOWNER, MANAGING MEMBER, AND CCOE Control
MARTIN, JIMMY, STEPHENIOWNER, MANAGING MEMBER, AND CCOE Control
MARTIN, JIMMY, STEPHENIOWNER, MANAGING MEMBER, AND CCOE Control

Registrations

Federal

IA
Mar 12, 2025 REGISTERED

Notice Filings (4)

FL NC TX VA

Address

1055 W MAIN STREET
CHRISTIANSBURG, VA 24073
United States
Phone: 540-639-4810