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Martos Wealth Management
Martos Wealth is a fee-only fiduciary and registered investment advisor (RIA) focused on wealth management for women and their advocates. The firm uses flat...
Overview
Martos Wealth is a fee-only fiduciary and registered investment advisor (RIA) focused on wealth management for women and their advocates. The firm uses flat fees based on household structure and net worth rather than a percentage of AUM, and emphasizes talking with clients rather than at them. Central to its approach is impact investing aligned with clients’ values through SRI and ESG criteria.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Bellevue
Corporate office
New York, NY, United States
Principals
Michael J. Martocci
Founder
Sector focus
Frequently asked questions
How does Martos Wealth Management source private equity and hedge fund allocations?
The firm sources primarily through the founder's institutional relationships, particularly from his tenure running prime brokerage and equity desks at Morgan Stanley. This provides access to capacity-constrained fundraises and managers who value long-standing, informed limited partners. The office does not operate an origination team or rely on placement agents as a primary channel.
What real estate strategy does Martos pursue?
Real estate investments focus on direct ownership of multifamily and mixed-use properties in the New York metropolitan area. The firm does not publicly disclose specific assets, but the strategy favors cash-flowing, tangible assets held over a long duration rather than development or opportunistic plays. No separate real estate operating company or external property manager is named in public records.
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