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Katherine Martz

Stansberry Asset Management, LLC

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About Katherine Martz

Katherine Martz is an Investment Advisor Representative with Stansberry Asset Management, LLC. Katherine is registered with the state of New York and Texas, and is currently active in the state of Iowa. Katherine's prior experience includes roles at Synthesis Technology, Trebuchet Partners, Seismic, and Kurtosys Systems. Katherine has passed the Series 65 exam. Katherine's firm, Stansberry Asset Management, LLC, is headquartered in Westlake, Texas, and provides financial planning and portfolio management for individuals and investment companies.

Firm Information

Katherine Martz is currently registered with Stansberry Asset Management, LLC. Stansberry Asset Management, LLC is a registered investment advisor with approximately $875.53 million in regulatory assets under management. Located in Westlake, TX, the firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm has 20 investment advisor representatives and six investment advisory functions.
Stansberry Asset Management, LLC

1600 SOLANA BOULEVARD

WESTLAKE, TX 76262

$875.53M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Martz’s Registration & Firm History

NY

01/03/2025 - Present

Stansberry Asset Management, LLC (New York NY)

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Licenses & Designations

IA

Issued 07/24/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Martz.
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