Martin Wier, Inc (Swansea)


Martin Wier, Inc is a large advisory firm based in Swansea. It manages $56.91 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Illinois, Missouri, and Texas.

Martin Wier provides financial planning services, portfolio management for individuals and small businesses, 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 Wier: assets under management

The assets under management (AUM) of Martin Wier, Inc is $56.91 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.3 million in discretionary accounts and $2.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $522.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Martin Wier, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Martin Wier, Inc

Jack Irving Wier has been acting as President since 1 Dec 1991. David Gale Martin joined the executive team most recently as the Secretary Treasurer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
David Gale Martin Secretary-treasurer 1 Dec 1991 50% - 75% 2411348
Jack Irving Wier President 1 Dec 1991 50% - 75% 1374334

Based in Swansea

The principal office where Martin Wier, Inc performs its advisory services is located at 4111 North Illinois St., Swansea, IL 62226, which is also the mailing address of the firm. An additional office of the firm is in Edwardsville, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 618-235-2077 or by fax 618-235-8964. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.martinwier.com.

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