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MARTEL WEALTH ADVISORS, LLC
CRD 296896 · SEC 801-113777
2001 SE COLUMBIA RIVER DRIVE, STE 200, VANCOUVER, WA, 98661, United States
Phone
360-694-9940
Fax
360-694-9999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.46B
Discretionary AUM
$1.23B
Team
13 total employees; 12 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 616 | $223.2M |
| High net worth individuals | 382 | $995.5M |
| Pension/profit sharing plans | 32 | $230.9M |
| Corporations/business entities | 3 | $9.8M |
States served
AK, AZ, CA, ID, MT, NV, NY, OR, UT, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD