Overview
Assets Under Management: $1.2 billion
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 334
Average Client Assets: $2 million
Frequently Asked Questions
MARTEL WEALTH ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296896), MARTEL WEALTH ADVISORS INC is subject to fiduciary duty under federal law.
MARTEL WEALTH ADVISORS INC is headquartered in VANCOUVER, WA.
MARTEL WEALTH ADVISORS INC serves 334 high-net-worth clients according to their SEC filing dated April 08, 2025. View client details ↓
According to their SEC Form ADV, MARTEL WEALTH ADVISORS INC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
MARTEL WEALTH ADVISORS INC manages $1.2 billion in client assets according to their SEC filing dated April 08, 2025.
According to their SEC Form ADV, MARTEL WEALTH ADVISORS INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 334
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,751
Discretionary Accounts: 2,717
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 296896
Filing ID: 1976530
Last Filing Date: 2025-04-08 17:04:00
Website: https://martelwealthadvisors.com