Martos Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,629,888
Clients
15
33% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
Very LowAverage account size
$775,326
About
Martos Wealth Management is a fee‑only advisory firm that offers financial planning, investment management, and retirement plan consulting to employer plan sponsors, businesses and individual clients. Its brochure emphasizes written financial plans, ongoing portfolio supervision, and notes that retirement plan consulting was added as a service in its most recent annual update.
The firm implements portfolios primarily via model portfolios provided by outside managers and an institutional platform (including a sub‑advisory relationship with Focus Partners Advisor Solutions and custody arrangements through Schwab or Fidelity), applying modern portfolio theory and a mix of passive and active strategies. Martos also offers customized options such as ESG/socially responsible mandates and direct‑indexing, conducts quarterly account reviews, and operates with discretionary trading authority when authorized.
Noteworthy features include a relatively small, selective client roster and a stated $750,000 account minimum, which together suggest the practice is not structured to serve smaller retail (non‑HNW) investors and has been positioning toward plan and business clients. The principal’s combination of professional credentials (CFP®, CIMA®, CDFA®, CSRIC®) and the firm’s use of sub‑advisory model portfolios and institutional custodial relationships distinguish its operating model from many peers of similar scale.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Up to 1.00% annually (negotiable)
Account minimum: $750,000 Minimum fee: $11,500 for individuals and $13,500 for couples (maximum annual fee cap) Fee-only: MWM is a fee-only firm, compensated solely by fees from clients; no commissions are accepted.
Main office location
Martos Wealth Management
14205 Se 36 Th St, Suite 100
Bellevue WA 98006, United States
Number of offices
1
Most active in
Martos Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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