← Directory
MARTIN WEALTH SOLUTIONS
Legal name: NEW RIVER FINANCIAL GROUP, LLC
CRD 283428File 801-126115
APPROVED
Retail clients
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$377.1M
Below cohort median (national)
Discretionary AUM
$377.1M
Clients
896
1,638 accounts
Employees
10
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 29, 2022
- Principal office
- 1055 W MAIN STREET, CHRISTIANSBURG, VA, 24073
- Phone
- 540-639-4810
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $377.1M
- Discretionary AUM
- $377.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,638
- Non-discretionary accounts
- 0
- Total accounts
- 1,638
- AUM per client
- $421K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $70K |
| High net worth individuals | 98 | $155.7M |
| Individuals (other than high net worth individuals) | 798 | $221.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.