Investment adviser · CRD 296896
MARTEL WEALTH ADVISORS INC
Investment adviser filing (IA)
VANCOUVER, WA, United States · Form ADV filed Jan 28, 2026
- Regulatory AUM
- $1.46B Form ADV · Item 5.F
- Client accounts
- 2,787 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 382 | $995,520,983 | 68.2% |
| Retirement plans | 32 | $230,896,446 | 15.8% |
| Individuals | 616 | $223,233,465 | 15.3% |
| Corporations & businesses | 3 | $9,764,163 | 0.7% |
Filing source
Form ADV 2044697 · Jan 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
2001 SE COLUMBIA RIVER DRIVE, STE 200VANCOUVER, WA, 98661, United States
CRD 296896
Filing source
Form ADV 2044697 · Jan 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.