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MARTEL WEALTH ADVISORS, INC

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Company Details

Legal Name: MARTEL WEALTH ADVISORS, INC
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: December 26th 2000
Expiration date: 31 Dec 2025
UBI Number: 602 088 009
ZIP code: 98661
City: Vancouver
County: CLARK
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 2001 SE COLUMBIA RIVER DR, STE 200, VANCOUVER, WA, 98661-8206, UNITED STATES

Contact Details

E-Mail: MARK@MARTELWEALTHADVISORS.COM
Phone Number: +1 360-694-9940

Nature of Business

Professional, Scientific & Technical Services

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Registered Agent Information

Name Role Address
MARK MARTEL Registered Agent 2001 SE COLUMBIA RIVER DR, STE 200, VANCOUVER, WA, 98661-8206, UNITED STATES

Key Officers & Management

Name Role
MARK MARTEL Governing Person

Central Index Key

CIK number:
0002039437
Phone:
3606949940

Latest Filings

Form type:
13F-HR
File number:
028-24375
Filing date:
2025-04-16
File:
Form type:
13F-HR
File number:
028-24375
Filing date:
2025-01-16
File:
Form type:
N-PX
File number:
028-24375
Filing date:
2024-10-21
File:

Form 5500 Series

Employer Identification Number (EIN):
912092070
Plan Year:
2023
Number Of Participants:
8
Plan Name:
CASH BALANCE
Sponsor's telephone number:
Plan Year:
2023
Number Of Participants:
14
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
Plan Year:
2022
Number Of Participants:
11
Plan Name:
RETIREMENT PLAN
Sponsor's telephone number:
Plan Year:
2022
Number Of Participants:
8
Plan Name:
CASH BALANCE
Sponsor's telephone number:
Plan Year:
2021
Number Of Participants:
10
Plan Name:
CASH BALANCE
Sponsor's telephone number:

Paycheck Protection Program

Jobs Reported:
11
Initial Approval Amount:
$210,500
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$210,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$211,885.79
Servicing Lender:
First-Citizens Bank & Trust Company
Use of Proceeds:
Payroll: $210,500
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