Martel Wealth Advisors Inc.
Martel Wealth Advisors Inc is a registered investment adviser firm headquartered in Vancouver, WA, United States. Founded in 2011, the firm provides investment management and strategic wealth planning services primarily to individuals and high net worth individuals, as well as pension and profit sharing plans. With approximately 14 employees, the majority serving as investment professionals, the firm focuses on delivering comprehensive financial solutions tailored to clients’ needs.
Investment Strategy
Martel Wealth Advisors Inc offers discretionary and non-discretionary portfolio management for its clients, with a focus on diversified holdings including equities, ETFs, and fixed income securities. The firm typically allocates assets across a broad spectrum of sectors and securities, including index funds, dividend-focused ETFs, and core bond strategies, aiming for risk-adjusted returns and long-term capital appreciation suited to clients’ financial goals. The firm serves mostly individuals—including high net worth investors—and some pension/profit sharing plans, emphasizing strategic wealth management and customized investment solutions.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCRB | VANGUARD MALVERN FDS | 19.84% | $113.2M | 1,444,032 | $76.24 | $78.41 | +$5.8M |
V VUG | VANGUARD INDEX FDS | 19.29% | $110.1M | 229,637 | $183.07 | $479.61 | +$8.1M |
V VYM | VANGUARD WHITEHALL FDS | 17.49% | $99.9M | 708,503 | $95.07 | $140.95 | +$7.6M |
B BSV | VANGUARD BD INDEX FDS | 11.61% | $66.3M | 839,924 | $78.86 | $78.91 | +$3.6M |
I IEFA | ISHARES TR | 4.19% | $23.9M | 274,059 | $62.91 | $87.31 | +$549.4K |