Martel Wealth Advisors Inc
● SEC registered since 2018CRD 296896SEC# 801-113777Vancouver, WA
Reg. AUM
$1.46B
Employees
13
Accounts
2,787
Location
Vancouver, WA
Martel Wealth Advisors Inc assets under management
Martel Wealth Advisors Inc is an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 13 people.
Martel Wealth Advisors Inc owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspen Standard Group, LLC Control | Member | Over 75% | 2025 |
| Mark Stephen Martel Control | President/Ceo | Under 5% | 1982 |
| Michele Marie Madasz Control | Chief Compliance Officer | Under 5% | 2020 |
| Alpine Invesors IX, LP Control | Member | 25-50% | 2025 |
| Alpine Investors Ix-A Blocker Eg II, LLC Control | Partner | Over 75% | 2025 |
| Alpine Investors Ix-A Splitter Eg II, LP Control | Member | 50-75% | 2025 |
| Alpine Investors Ix-A, LP Control | Member | Over 75% | 2025 |
| Aspen Standard Group Intermediate Co., LLC Control | Member | Over 75% | 2024 |
| Aspen Standard Group Topco LP Control | Member | Over 75% | 2024 |
| Evergreen Services Group Topco II, LLC Control | Partner | Over 75% | 2025 |
Frequently asked questions
How much does Martel Wealth Advisors Inc manage?
Martel Wealth Advisors Inc reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Martel Wealth Advisors Inc have?
Martel Wealth Advisors Inc reports 13 employees.
Where is Martel Wealth Advisors Inc located?
Martel Wealth Advisors Inc is based in Vancouver, WA and has been SEC-registered since 2018.
Does Martel Wealth Advisors Inc disclose fund performance?
Martel Wealth Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.46B▲ 17%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,306 advisers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$1.46Bregulatory AUM
Discretionary $1.23BNon-discretionary $230.9M