Justin C Martin
Investment Adviser Representative at Legacy Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Justin C. Martin is an investment adviser representative with Legacy Wealth Management, LLC in Woods Cross, UT, where they have been registered since 2018. They have worked in the securities industry since 2017 and were previously registered with Strategic Advisers, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Idaho, Texas, and Utah.
Registrations & licenses
- Investment adviser:
- Idaho, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Paradigm LifeJul 2013 – Jan 2020Salt Lake City, UT
- Legacy Wealth Management, LLCOct 2018 – Sep 2026Boise, ID
- Red Slate Holdings LLCJun 2014 – no end date reportedSalt Lake City, UT
- Filament InsuranceSep 2021 – Dec 2023Bountiful, UT
- Legacy Peak Insurance Solutions, LLCJan 2024 – no end date reportedWoods Cross, UT
- Navigator Solutions, LLCJun 2024 – no end date reportedSaratoga Springs, UT
- Brigham Young University - IdahoJan 2025 – no end date reportedRexburg, ID
- Altura Private Wealth LLCSep 2026 – no end date reportedCenterville, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 52
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Boise, ID
- SEC file number:
- 801-113480
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin C Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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