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CIK 0002039437 • 4 13F filings • Apr 16, 2025 – Jan 21, 2026
Import this data to Google Sheets with:
=jivedata("martel-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001214659-25-014927 |
| $570.8M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008472 | $635.7M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010550 | $539.4M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005396 | $587.5M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005989 | $502.0M | View |