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MARTEL WEALTH ADVISORS, LLC

VANCOUVER, WA · CRD 296896 · IAPD ↗ · 360-694-9940

$1.46BRegulatory AUM
12Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — MARTEL WEALTH ADVISORS, LLC filed an Item 4A succession naming MARTEL WEALTH ADVISORS INC (CRD 296896) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
60
February 2026 — MARTEL WEALTH ADVISORS INC is now doing business as MARTEL WEALTH ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2025 — MARTEL WEALTH ADVISORS INC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — MARTEL WEALTH ADVISORS INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
March 2024 — MARTEL WEALTH ADVISORS INC crossed $1B in regulatory AUM ($897.2M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.