MARTEL WEALTH ADVISORS INC
Adviser information for MARTEL WEALTH ADVISORS INC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,631 | $892.4M |
| Non-Discretionary | 31 | $187.0M |
| Total | 2,662 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 698 | $236.6M |
| HNW Individuals | 286 | $656.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 27 | $186.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-113777 |
|---|---|
| SEC ERA File Number | 801-113777 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 296896 |
| Legal Entity Identifier | None |
Principal Office
2001 SE COLUMBIA RIVER DRIVESTE 200
VANCOUVER
WA
United States
Monday - Friday, M-TH 8-4:30, F 8-3
Tel: 360-694-9940, Fax: 360-694-9999
Chief Compliance Officer
MICHELE MADASZ
LICENSED SALES ASSISTANT
2001 SE COLUMBIA RIVER DRIVE
SUITE 200
VANCOUVER
WA
United States
Tel:
360-694-9940
Fax:
360-694-9999
M******@***********************M
(Full email address available in API data)
Regulatory Contact
MARK MARTEL
PRESIDENT/CEO
2001 SE COLUMBIA RIVER DRIVE
SUITE 200
VANCOUVER
WA
United States
Tel:
360-694-9940
Fax:
360-694-9999
M***@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTEL, MARK, STEPHEN | Individual | – | PRESIDENT/CEO | 11/1982 | > 75% |
| MADASZ, MICHELE, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2020 | < 5% |