$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 01-22-2025
- Office Locations
- 1
Office Locations
14205 SE 36th ST Suite 100 Bellevue WA
About Martos Wealth Management
Martos Wealth Management is a Bellevue-based RIA. The firm has been operating for 1 years. Managing $11.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Tiaa. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$11.6M AVG AUM / ADVISOR
$775.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst Optima Foundation Harbor Atlas
Custodian
Unison Pathway legacy Ember
Investment Themes
Pathway Vital Ember Crest Oak capital
Investment Vehicles
Insight
Platform
Delta
Services
Pioneer oak Vital Zenith Frontier momentum Zenith
Technology
Wave
Owner & Executives
SHALINA Renee MARTOS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4616725
- Ownership
- 75% or more
(822) 881-4637
oak.frontier@radialcapital.com
in linkedin.com/in/momentum-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,629,888 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,629,888 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,629,888
Public Funds:
29.1% Equity - Exchange:
52.0% Cash:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,363,709,560 | 29.1% |
| Equity - Exchange | $4,223,810,898 | 52.0% |
| Cash | $1,535,192,808 | 18.9% |
| Total | $8,122,713,266 | 100.0% |