| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Stephen Martel Control | President/Ceo | Over 75% | 1982 |
| Michele Marie Madasz Control | Chief Compliance Officer | Under 5% | 2020 |
Martel Wealth Advisors Inc reports $1.2 billion in regulatory assets under management on its Form ADV.
Martel Wealth Advisors Inc reports 14 employees.
Martel Wealth Advisors Inc is based in Vancouver, WA and has been SEC-registered since 2018.
Martel Wealth Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2001 SE Columbia River Drive, Ste 200, Vancouver, WA 98661 |
| Phone | 360-694-9940 |
| Fax | 360-694-9999 |
| Office hours | M-Th 8-4:30, F 8-3 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.03B |
| Non-discretionary | $218M |
| Total (RAUM) | $1.25B |