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MARTOS WEALTH MANAGEMENT
MARTOS WEALTH MANAGEMENT LLC
CRD 333128
14205 SE 36TH ST, SUITE 100, BELLEVUE, WA, 98006, United States
Phone
(206) 746-9295
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$11.6M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.7M |
| High net worth individuals | 5 | $6.9M |
All web addresses on file
Official SEC filing: View on IAPD