MARTEL WEALTH ADVISORS INC
CRD #296896 SEC #801-113777 VANCOUVER, WA 360-694-9940
SEC Registered
Total AUM
$1.2B
Discretionary
$1B
Employees
14
Clients
251
Accounts
2,751
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.2B | $1B | $218M | 14 | 0 |
| Feb 2025 | $1.2B | $1B | $218M | 14 | 0 |
| Feb 2024 | $1.1B | $892.4M | $187M | 12 | 0 |
| Mar 2023 | $897.2M | $745.9M | $151.3M | 14 | 0 |
| Mar 2022 | $1B | $832.8M | $178.2M | 12 | 0 |
| Mar 2021 | $816.1M | $692.7M | $123.4M | 9 | 0 |
| Dec 2020 | $693.6M | $589.5M | $104M | 11 | 0 |
| Sep 2020 | $693.6M | $589.5M | $104M | 10 | 0 |
| Jul 2020 | $693.6M | $589.5M | $104M | 11 | 0 |
| Jun 2020 | $693.6M | $589.5M | $104M | 11 | 0 |
| Mar 2020 | $693.6M | $589.5M | $104M | 11 | 0 |
| Dec 2019 | $565.3M | $490.3M | $75M | 10 | 0 |
| Mar 2019 | $565.3M | $490.3M | $75M | 10 | 0 |
| Sep 2018 | $145.6M | $145.6M | $0 | 9 | 0 |
| Aug 2018 | $610.6M | $528.6M | $82M | 9 | 0 |
| Aug 2018 | $610.6M | $528.6M | $82M | 9 | 0 |
| Jul 2018 | $610.6M | $528.6M | $82M | 9 | 0 |
DateApr 2025
Total AUM$1.2B
Discretionary$1B
Non-Disc.$218M
Employees14
Clients0
DateFeb 2025
Total AUM$1.2B
Discretionary$1B
Non-Disc.$218M
Employees14
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$892.4M
Non-Disc.$187M
Employees12
Clients0
DateMar 2023
Total AUM$897.2M
Discretionary$745.9M
Non-Disc.$151.3M
Employees14
Clients0
DateMar 2022
Total AUM$1B
Discretionary$832.8M
Non-Disc.$178.2M
Employees12
Clients0
DateMar 2021
Total AUM$816.1M
Discretionary$692.7M
Non-Disc.$123.4M
Employees9
Clients0
DateDec 2020
Total AUM$693.6M
Discretionary$589.5M
Non-Disc.$104M
Employees11
Clients0
DateSep 2020
Total AUM$693.6M
Discretionary$589.5M
Non-Disc.$104M
Employees10
Clients0
DateJul 2020
Total AUM$693.6M
Discretionary$589.5M
Non-Disc.$104M
Employees11
Clients0
DateJun 2020
Total AUM$693.6M
Discretionary$589.5M
Non-Disc.$104M
Employees11
Clients0
DateMar 2020
Total AUM$693.6M
Discretionary$589.5M
Non-Disc.$104M
Employees11
Clients0
DateDec 2019
Total AUM$565.3M
Discretionary$490.3M
Non-Disc.$75M
Employees10
Clients0
DateMar 2019
Total AUM$565.3M
Discretionary$490.3M
Non-Disc.$75M
Employees10
Clients0
DateSep 2018
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$610.6M
Discretionary$528.6M
Non-Disc.$82M
Employees9
Clients0
DateAug 2018
Total AUM$610.6M
Discretionary$528.6M
Non-Disc.$82M
Employees9
Clients0
DateJul 2018
Total AUM$610.6M
Discretionary$528.6M
Non-Disc.$82M
Employees9
Clients0