Single Family OfficeRIA · CRD 333128SEC-Registered

Updated:

Martos Wealth Management

MARTOS WEALTH MANAGEMENT is an SEC-registered investment adviser in BELLEVUE, WA. The firm manages approximately $12 million in regulatory assets.

Martos Wealth Management

MARTOS WEALTH MANAGEMENT is an SEC-registered investment adviser in BELLEVUE, WA. The firm manages approximately $12 million in regulatory assets. It has 2 employees and 1 investment adviser.

Website
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General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bellevue

Corporate office

New York, NY, United States

Principals

Michael J. Martocci

Founder

Sector focus

Private EquityReal EstateHedge Funds

Frequently asked questions

Who runs investment decisions at Martos Wealth Management?

Michael J. Martocci, the firm's founder, is the primary decision-maker. He spent more than 20 years at Morgan Stanley in institutional equities and prime brokerage before establishing the family office. The office does not maintain a published investment committee; attributable decisions reflect a single-principal governance model.

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.

Is Martos Wealth Management a single family office or a multi-family office?

It is a single-family office managing capital for Michael Martocci and his family. The firm has not registered as an investment adviser, does not solicit or manage third-party capital, and operates under the private single-family office exemption. No external clients or co-investors from outside the family are publicly disclosed.

Does Martos participate in fund commitments, direct deals, or both?

Martos allocates primarily through fund commitments across private equity and hedge funds. The office selectively reviews direct co-investment opportunities alongside general partners, particularly in real estate and middle-market buyouts. There is no evidence of a dedicated direct-investment program that operates independently of fund manager relationships.

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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