MARTEL WEALTH ADVISORS INC

MARTEL WEALTH ADVISORS INC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 296896). Regulatory assets under management: $1.5B.

Registration

• CRD: 296896
• SEC file number: 801-113777
• Type: Registered investment adviser
• Location: 2001 SE COLUMBIA RIVER DRIVE, STE 200, VANCOUVER, WA, 98661
• Phone: 360-694-9940
• Latest filing: 2026-01-28
• Regulatory AUM: $1.5B
• Discretionary AUM: $1.2B
• Non-discretionary AUM: $230.9M
• Clients: 13
• Accounts: 2,787

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296896 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search