{"url":"https://nivawealth.com/firms/martel-wealth-advisors-296896","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/296896","regulatoryAum":1459415057,"crd":"296896","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4689423","suffix":null,"lastName":"CAUDLE","firstName":"LLOYD","middleName":"GRANT"},{"crd":"8261724","suffix":null,"lastName":"JACKSON","firstName":"DEVIN","middleName":null},{"crd":"5104896","suffix":null,"lastName":"MADASZ","firstName":"MICHELE","middleName":"MARIE"},{"crd":"6577814","suffix":null,"lastName":"Martel","firstName":"Jason","middleName":"Stephen"},{"crd":"1069926","suffix":null,"lastName":"MARTEL","firstName":"MARK","middleName":"STEPHEN"},{"crd":"6673995","suffix":null,"lastName":"Moore","firstName":"Ann","middleName":"Louise"},{"crd":"4166927","suffix":null,"lastName":"SCOTT","firstName":"JULIE","middleName":"DIANNE"},{"crd":"5819741","suffix":"MR","lastName":"STRONG","firstName":"ANDREW","middleName":"LOUGHRIDGE"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-18","regulatoryAum":816099261,"clients":925,"employees":9,"offices":1},{"filedOn":"2022-03-16","regulatoryAum":1010972511,"clients":963,"employees":12,"offices":1},{"filedOn":"2023-03-20","regulatoryAum":897153049,"clients":1010,"employees":14,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":1079411522,"clients":1011,"employees":12,"offices":1},{"filedOn":"2025-04-08","regulatoryAum":1245269037,"clients":1040,"employees":14,"offices":1},{"filedOn":"2026-01-28","regulatoryAum":1459415057,"clients":1033,"employees":13,"offices":1}],"secFileNumber":"801-113777","legalName":"Martel 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They include 616 individual clients, 382 high-net-worth individuals, and 32 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Martel Wealth Advisors offer?","answer":"Martel Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Martel Wealth Advisors use?","answer":"Martel Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.09B, SEI Investments Distribution Co. (Oaks, PA), with $133M and Reliance Financial Corporation (Jacksonville, FL), with $122M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Martel Wealth Advisors have?","answer":"Martel Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Martel Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Martel Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Martel Wealth Advisors?","answer":"Martel Wealth Advisors is owned through a chain of holding companies by Alpine Invesors IX, LP and Alpine Investors IX-A, LP. Its direct owner is Aspen Standard Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Martel Wealth Advisors get paid?","answer":"Martel Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Martel Wealth Advisors?","answer":"Martel Wealth Advisors’ main office is at 2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661. Its phone number is 360-694-9940. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}