Martel Wealth Advisors, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.5B

Discretionary

$1.2B

84% of AUM

Avg account

$524K

Accounts

2,787

Employees

13

Advisory reps

7

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

FINTRX

Overview

Martel Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser (registered in 2018) that serves individuals, families and select institutional clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops. Martel reports it is not an active ESG investor and is not organized as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 1

Michele Madasz
Chief Compliance OfficerCRD 5104896

Contacts

3 of 6

Devin Jackson
Investment AdvisorCRD 8261724
Jason Martel
Investment AdvisorCRD 6577814
Lloyd Caudle
Investment AdvisorCRD 4689423

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$624M in ETFs

Passive

58%

$359M

Active

21%

$265M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD CORE BOND ETF (VCRB)	Vanguard	Active	Intermediate Core Bond	$129M	1,672,614	20.69%

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Primary office

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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