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Building 2MARTEL WEALTH ADVISORS INC

Map pinVANCOUVER, WA
Phone360-694-9940
NotebookSEC #801-113777
Total AUM
$1.5B
Employees
13
Clients
1,033

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 SE COLUMBIA RIVER DRIVE
STE 200
VANCOUVER
WA 98661
United States
Operating Hours
M-TH 8-4:30, F 8-3
Monday - Friday
Phone
360-694-9940

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,787
Discretionary
$1.2B
Accounts
2,755
Non-Discretionary
$230.9M
Accounts
32

ContactClients

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Individual Clients
616
AUM
$223.2M
HNW Individual Clients
382
AUM
$995.5M
Pension/Profit Sharing Plan Clients
32
AUM
$230.9M
Corporation or Business Clients
3
AUM
$9.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLHIIDMTNVNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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