MARTEL WEALTH ADVISORS INC

2001 Se Columbia River Drive
Ste 200
Vancouver, Washington 98661
Tel: 360-694-9940

About MARTEL WEALTH ADVISORS INC

MARTEL WEALTH ADVISORS INC, formally registered with the SEC as MARTEL WEALTH ADVISORS INC. The firm was established in 08/01/2018. They have over 1 offices throughout the country.

MARTEL WEALTH ADVISORS INC is a Vancouver, Washington based Financial Planning firm with nearly $1,245,269,037 assets under management, offering retirement planning & investment advisory services to 2751 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296896
SEC#	801-113777
Assets Managed by Firm	$1,245,269,037
No. of Clients	2751
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2751	$1,245,269,037
Individuals (other than high net worth individuals)	671	$222,309,200
High net worth individuals	334	$804,490,903
Pension and profit sharing plans	35	$218,468,934

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