CRD: 296896
Martel Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Reliance Trust Company · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
About Martel Wealth Advisors, LLC
Martel Wealth Advisors is a Vancouver, WA fee-only RIA providing investment management and strategic wealth planning, including portfolio allocation, tax-efficient financial planning, and retirement plan solutions for small businesses. The firm has a stated specialty serving medical professionals in the Pacific Northwest and supports clients with ongoing monitoring and advice. Team expertise includes CFP, CFA, and CPFA credentials and custody includes Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHELE MARIE MADASZ
Chief Compliance Officer, Wealth Advisor
- CRD
- #5104896
- Ownership
- Less than 5%
MARK STEPHEN MARTEL
Chief Executive Officer, President, Wealth Advisor
- CRD
- #1069926
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LLOYD GRANT CAUDLE
Wealth Advisor
- CRD
- #4689423
DEVIN JACKSON
Investment Advisor
- CRD
- #8261724
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,228,518,611 | $445,923 |
| Non-Discretionary | $230,896,446 | $7,215,514 |
| Total | $1,459,415,057 | $523,651 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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