Martel Wealth Advisors, LLC

CRD 296896 · Vancouver, WA · $1.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 296896
SEC number: 801-113777
Firm type: RIA
Assets under management: $1.5B as of Jan 28, 2026
Website: www.linkedin.com/company/martel-wealth-advisors-inc ↗
Phone: 360-694-9940
Address: 2001 Se Columbia River Drive, Vancouver, WA, 98661

Advisors at this firm

7 in our index · page 1 of 1

Lloyd Grant CaudleCRD 4689423 · Vancouver, WA

IA RegisteredRegistration inactive
Devin JacksonCRD 8261724 · Vancouver, WA

IA Registered
Michele Marie MadaszCRD 5104896 · Vancouver, WA

IA RegisteredRegistration inactive
Mark Stephen MartelCRD 1069926 · Vancouver, WA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jason Stephen MartelCRD 6577814 · Vancouver, WA

IA Registered
Ann Louise MooreCRD 6673995 · Vancouver, WA

IA RegisteredRegistration inactive
Julie Dianne ScottCRD 4166927 · Sequim, WA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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