Martin Rosenzveig
Martin W. Rosenzveig & · Beverly Hills, California
Martin Rosenzveig is a fee-only financial advisor at Martin W. Rosenzveig & in Beverly Hills, California. Martin W. Rosenzveig & reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Martin W. Rosenzveig & |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.7M across 48 accounts |
| SEC registration | Investment adviser representative in CA, LA, MI · CRD 1194229 |
| Exams passed | Series 63 (1998) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Martin's firm compares
- Martin W. Rosenzveig &'s average account is about $472,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Martin
Is Martin Rosenzveig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Martin W. Rosenzveig & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, Martin W. Rosenzveig &, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Martin Rosenzveig based?
Martin Rosenzveig is based in Beverly Hills, California.
Is Martin Rosenzveig registered with the SEC?
Yes. Martin Rosenzveig is registered as an investment adviser representative in CA, LA and MI (CRD 1194229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martin W. Rosenzveig & manage?
Martin W. Rosenzveig & reports $22.7M across 48 accounts in assets under management.
How do I contact Martin Rosenzveig?
Contact details aren't on file yet. Search for Martin W. Rosenzveig &.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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