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| Keyboard |
| Martel Wealth Advisors Inc
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|
|---|---|
| CRD # | 296896 |
| SEC # | 801-113777 |
| CIK # | 0002039437 |
| AUM | 1,459.4 M (2026-01-28) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 360-694-9940 |
| Address | 2001 SE Columbia River Drive Vancouver, WA 98661 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 8.0 | ||
| Archer Daniels Midland Co | 3.0 | ||
| Tesla Motors Inc | 2.0 | ||
| Nvidia Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 616 | 223.2 |
| (b) Individuals (high net worth individuals) | 382 | 995.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 230.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,787 | 1,459.4 |
| By Discretionary | ||
| Discretionary | 2,755 | 1,228.5 |
| Non-Discretionary | 32 | 230.9 |
| Total | 2,787 | 1,459.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,459.4 | |
| Total | 2,787 | 1,459.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039437] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Flexible Plan Investments Ltd
✚
|
MI | 1,484.1 M |
|
Hottinger & Co Limited
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|
1,472.3 M | |
|
Horan Wealth LLC
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|
OH | 1,470.0 M |
|
Activest Wealth Management LLC
✚
|
FL | 1,460.3 M |
|
Mediqus Asset Advisors Inc
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|
IL | 1,456.1 M |
|
Keating Financial Advisory Services Inc
✚
|
KS | 1,450.3 M |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1,447.8 M |
|
MV Capital Management Inc
✚
|
MD | 1,439.6 M |
|
Pinkerton Wealth LLC
✚
|
ID | 1,439.1 M |
|
Isthmus Partners LLC
✚
|
WI | 1,438.5 M |