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 (SEC registered in 2018) operating as a limited liability company. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm reports both discretionary and non-discretionary asset management activity and does not identify itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Michele Madasz
Chief Compliance OfficerCRD 5104896
Contacts
3 of 7Julie Scott
Compliance AssistantCRD 4166927
Mark Martel
President and Investment AdvisorCRD 1069926
Jason Martel
Investment AdvisorCRD 6577814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$629M in ETFs
58%
$363M
21%
$265M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $133M | 1,476,850 | 21.16% |
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
Similar firms
Leader Capital Corp.
RIAVancouver, WA
Synergy Asset Management, LLC
RIAVancouver, WA
Sloy, Dahl & Holst, LLC
RIAVancouver, WA
First Pacific Financial, Inc.
RIAVancouver, WA
Baker Ellis Asset Management LLC
RIAVancouver, WA
Johnson Bixby
RIAVancouver, WA