MARTEL WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,459,415,057
Discretionary
$1,228,518,611
Non-discretionary
$230,896,446
Firm details
- CRD number
- 296896
- SEC file number
- 801-113777
- Main office
- VANCOUVER, WA, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.