MARTEL WEALTH ADVISORS, LLC
Firm details
- Headquarters
- VANCOUVER, Washington
- CRD number
- 296896
- Registered since
- August 1, 2018
- Website
- www.martelwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO., RELIANCE TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.21%
- Pension & Profit Sharing Plans15.82%
- Individuals15.3%
- Corporations / Businesses0.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Martel Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves individual and family clients as well as institutional relationships and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education such as seminars and workshops. Martel does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser. The firm is not positioned as a capital allocator to bespoke vehicles; instead it relies on standard pooled products and third-party managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1MICHELE MADASZ
Chief Compliance OfficerCRD 5104896
Contacts
3 of 6DEVIN JACKSON
Investment AdvisorCRD 8261724
Jason Martel
Investment AdvisorCRD 6577814
LLOYD CAUDLE
Investment AdvisorCRD 4689423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$569M in ETFs
57%
$321M
22%
$247M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $122M | 1,580,780 | 21.51% |
Location
VANCOUVER, WA
CLARK
Location
VANCOUVER, WA
Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLARK
- Address
- 2001 SE Columbia River Dr
- Time zone
- PT (UTC-8)
- Office locations
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