Shalina Martos
Martos Wealth Management LLC · Bellevue, Washington
Shalina Martos is a fee-only financial advisor at Martos Wealth Management LLC in Bellevue, Washington, who holds the CDFA, CFP and Chartered SRI Counselor credentials.
- $12M
- Firm assets managed
- $247,000
- Firm's average account
- 2003
- First securities exam
How does Shalina's firm compare?
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Martos Wealth Management LLC's average account is about $247,000, from its Form ADV (assets managed divided by 47 accounts).
Questions about Shalina
Is Shalina Martos a fee-only financial advisor?
Yes. Shalina Martos is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shalina's firm.
How does Shalina Martos charge for financial advice?
Shalina's firm, Martos Wealth Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shalina Martos based?
Shalina Martos is based in Bellevue, Washington.
What credentials does Shalina Martos hold?
Shalina Martos holds the CDFA, CFP, Chartered SRI Counselor and CIMA credentials.
Is Shalina Martos registered with the SEC?
Yes. Shalina Martos is registered as an investment adviser representative in CA, TX and WA (CRD 4616725), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Martos Wealth Management LLC manage?
Martos Wealth Management LLC reports $11.6M across 47 accounts in assets under management.
How do I contact Shalina Martos?
Contact details aren't on file yet. Search for Martos Wealth Management LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Martos Wealth Management LLC |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $11.6M across 47 accounts |
| Credentials | CDFA · CFP · Chartered SRI Counselor · CIMA |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 4616725 |
| Exams passed | Series 63 (2003) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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