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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 626 | 896 | increased by270 |
| Mar 1, 2026 | AUM | $276,562,734 | $377,087,213 | increased by$100,524,479 |
| Mar 1, 2026 | Accounts | 1,495 | 1,638 | increased by143 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 10 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 425 | 626 | increased by201 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $139,745,604 | $276,562,734 | increased by$136,817,130 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 876 | 1,495 | increased by619 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARTIN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARTIN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.