Martel Wealth Advisors, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.2B
- Clients
- 1,033
- Avg AUM / client
- $1.4M
- Accounts
- 2,787
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 616 | $223M | 15.3% |
| High net worth individuals | 382 | $996M | 68.2% |
| Pension and profit sharing plans | 32 | $231M | 15.8% |
| Corporations and other businesses | 3 | $9.8M | 0.67% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Northwest Primary Care Group, Pc 401(k) Plan Northwest Primary Care Group, Pc | 2024 | |
| Hunter Davisson, Inc. 401(k) Trust Hunter Davisson, Inc. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Stephen Martel | President/Ceo | CFP | Nov 1982 (44y) | 75% or more |
| Michele Marie Madasz | Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| Julie Dianne Scott | Registered representative | Aug 2018 (8y) | ||
| Jason Stephen Martel | Registered representative | CFP | Aug 2018 (8y) | |
| Lloyd Grant Caudle | Registered representative | Aug 2018 (8y) | ||
| Ann Louise Moore | Registered representative | CFA | May 2021 (5y) | |
| Devin Jackson | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Northwest Primary Care Group, Pc 401(k) Plan | Northwest Primary Care Group, Pc | 165 | $48.3M | 01/01/2024 |
| Hunter Davisson, Inc. 401(k) Trust | Hunter Davisson, Inc. | 141 | $19.5M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (75% of AUM) Jan 2026
- Sei Investments Distribution Co. $133M (9% of AUM) Jan 2026
- SEI Private Trust $130M (13% of AUM) Mar 2022
- Reliance Financial Corporation $122M (8% of AUM) Jan 2026
- Reliance Trust Company $109M (11% of AUM) Mar 2022
- Vanguard Insurance And Annuity Services $4.0M (1% of AUM) Dec 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗