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Martin Thomas Wealth Management, LLC (Palo Alto)


Martin Thomas Wealth Management, LLC is a large advisory firm based in Palo Alto. It manages $108.94 million of regulatory assets for 452 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and Texas.




Martin Thomas Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Martin Thomas Wealth Management: assets under management

The assets under management (AUM) of Martin Thomas Wealth Management, LLC is $108.94 million. The firm's AUM has grown by 129% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $106.09 million in discretionary accounts and $2.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $167.87 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Martin Thomas Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Martin Thomas Wealth Management, LLC performs its advisory services is located at 2221 El Camino Real, Palo Alto, CA 94306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-617-8808 or by fax 650-617-8804. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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