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MARTEL WEALTH ADVISORS, LLC
CRD 296896File 801-113777
APPROVED
Retail clients
Custody
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.46B
Above cohort median (national)
Discretionary AUM
$1.23B
Non-discretionary $230.9M
Clients
1,033
2,787 accounts
Employees
13
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 1, 2018
- Principal office
- 2001 SE COLUMBIA RIVER DRIVE, STE 200, VANCOUVER, WA, 98661
- Phone
- 360-694-9940
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.46B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $230.9M
- Discretionary accounts
- 2,755
- Non-discretionary accounts
- 32
- Total accounts
- 2,787
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $9.8M |
| High net worth individuals | 382 | $995.5M |
| Pension and profit sharing plans | 32 | $230.9M |
| Individuals (other than high net worth individuals) | 616 | $223.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.