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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Martel Wealth Advisors Inc
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|---|---|
| CRD # | 296896 |
| SEC # | 801-113777 |
| CIK # | 0002039437 |
| AUM | $1.2 B (2025-04-08) |
| Employees | 14 (86% Investors, 0% Brokers) |
| Phone | 360-694-9940 |
| Address | 2001 SE Columbia River Drive Vancouver, WA 98661 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.6 | ||
| Archer Daniels Midland Co | 2.1 | ||
| Tesla Motors Inc | 1.6 | ||
| Caterpillar Inc | 1.2 | ||
| Microsoft Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 671 | 222.3 |
| (b) Individuals (high net worth individuals) | 334 | 804.5 |
| (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 | 35 | 218.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,751 | 1,245.3 |
| By Discretionary | ||
| Discretionary | 2,717 | 1,027.3 |
| Non-Discretionary | 34 | 218.0 |
| Total | 2,751 | 1,245.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,245.3 | |
| Total | 2,751 | 1,245.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002039437] |
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|---|---|---|
|
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KS | 1.3 |
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Compak Asset Management
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CA | 1.3 |
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MLG Wealth Management Inc
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MN | 1.2 |
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CT | 1.2 |
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Balefire LLC
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VA | 1.2 |
|
Apriem Advisors
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|
CA | 1.2 |
|
Level Four Capital Management
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TX | 1.2 |
|
Independent Solutions Wealth Management LLC
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NY | 1.2 |