Ex-Truist And Balentine Advisors Leave Behind $4.5 Billion To Launch Atlanta RIA Targeting Families With At Least $30 Million In Assets

BySergei Klebnikov,

Forbes Staff.

Atlanta’s newest RIA firm, MartinWright Advisory, launched Monday with seven employees and a clear mission: Bringing institutional-caliber investment management to complex families—and building an advisor-led ownership model designed to last.

The firm’s founders, Margaret Wright and Bradley Martin, are both in their 40s and are well-known in the city’s wealth management circles. Between them, they previously managed more than $4.5 billion in cumulative client assets at Truist and Balentine, respectively. Now, they’re betting their combined experience can anchor a new independent firm—one focused on deep customization, next-generation technology and clearly mapped advisor succession planning.

MartinWright will custody with Goldman Sachs Custody Solutions and operate under the Sanctuary Wealth platform, which acquired True Private Wealth while the firm was being structured. The RIA is jointly owned 50/50 by Wright and Martin, with no outside equity. “Our model is for us to sell this company to the advisors we hire over time,” says Martin.