MARTOS WEALTH MANAGEMENT

Overview

Martos Wealth Management is a small, independent RIA that focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm favors equity-centric allocations, relying heavily on exchange-traded equities for liquid market exposure while layering in customized solutions such as separately managed accounts where appropriate. Martos Wealth Management identifies as an active ESG investor, which suggests environmental, social and governance considerations are integrated into security selection and portfolio construction. As a capital allocator, the firm also sources third‑party managers for alternative strategies when client suitability and liquidity profiles allow. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. Fee arrangements combine a percentage-of-AUM model with the option for fixed fees, reflecting a practitioner model oriented to personalized advice for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices