Martel Wealth Advisors, LLC

Overview

Martel Wealth Advisors, LLC is an SEC registered investment adviser based in Vancouver, WA, registered since 2018. It reports $1.5B in assets under management across 2,787 accounts, with 13 employees. It has 8 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

84%

Accounts

2,787

Average account

$524K

Employees

13

Advisory reps

8

Registered since

2018

Jurisdictions

13

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Mark Stephen Martel President, Chief Executive Officer CRD 1069926
• Michele Marie Madasz Chief Compliance Officer CRD 5104896

Advisory reps 3 of 8

• Lloyd Grant Caudle Investment Adviser Rep CRD 4689423
• Devin Jackson Investment Adviser Rep CRD 8261724
• Michele Marie Madasz Investment Adviser Rep CRD 5104896

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2001 SE Columbia River Dr Ste 200
Vancouver, WA 98661

County

Clark

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: martelwealthadvisors.com

Every state, with registration dates

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