Martos Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
14205 SE 36th St, Suite 100
Bellevue WA 98006
Advisors at this office
1
Most active in
California · Texas · Washington
Also doing business as
Martos Wealth · Martos Wealth Management · Martos Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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