VANCOUVER, WACRD 296896Latest ADV January 28, 2026
Martel Wealth Advisors Inc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated January 28, 2026, reports $1.5B in regulatory assets under management, 13 employees, and 2,787 accounts.
Assets Under Management
$1.5B
Employees
13
Offices
--
Total Clients
1,033
Primary office
VANCOUVER, WA
2001 SE COLUMBIA RIVER DRIVE, STE 200, VANCOUVER, WA, United States
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
616
2
HNWI
37.0%
382
3
Pension Plans
3.1%
32
4
Corporations
0.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of January 28, 2026
Discretionary84.2%
$1.2B
84% of total RAUM84.2%
Non-discretionary15.8%
$231M
16% of total RAUM15.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts2,787
10Y AUM Change+$1.3B (+902.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee79:1
10Y Employee Change+4 (+44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.