Lisa Maria Martinez

Familywealth

5 Years of Experience

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Firm Information

Familywealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

367 clients

Average Client Portfolio

$944K average

Assets Under Management

$346.3M

Fee Structure

This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.

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Areas of Practice

Investment Management

Advisor Information

Office location

4600 S Syracuse, 9th Floor, Denver, CO, 80237

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Lisa is a licensed, independent insurance agent selling fixed insurance products under the DBA Integrity First Financial Services, LLC, dedicating about 10-20% of her time. She is also a licensed real estate broker through Skytan Real Estate, LLC, but spends minimal time on this activity.