Aaron Martin

CFP

Wells Fargo Advisors

24 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3508 advisors

Number of Clients

401,726 clients

Average Client Portfolio

$491K average

Assets Under Management

$197.4B

Fee Structure

Financial Planning:Investment management only

Location

3111 Cardinal Dr, 200 Fl 2, Vero Beach, FL, 32963

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2010

Denied

Customer Dispute

July 2007

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Aaron has 85% ownership in Indian River Private Wealth Management LLC and 100% ownership in IRPWM1 LLC, both investment-related. He dedicates nearly full-time hours to each of these ventures.