MARTOS WEALTH MANAGEMENT

MARTOS WEALTH MANAGEMENT of BELLEVUE, WA is an SEC-registered investment adviser (CRD 333128). Regulatory assets under management: $11.6M.

Registration

• CRD: 333128
• Type: Registered investment adviser
• Location: 14205 SE 36TH ST, BELLEVUE, WA, 98006
• Phone: (206) 746-9295
• Latest filing: 2026-03-20
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search