RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michele Marie Madasz
- Title
- Chief Compliance Officerreportedmartelwealthadvisors.comfirm site, Sep 15, 2026
- Professional profile
- MARTELWEALTHADVISORS.COM/team/michele-madaszreportedmartelwealthadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Martel Wealth Advisors, LLC independent RIA currentsince Aug 2, 2018 · Vancouver, Wa
- Kms Financial Services, Inc formerDec 5, 2014 to Dec 31, 2018 · Vancouver, Wa
- Kms Financial Services, Inc to Martel Wealth Advisors, LLCleft Dec 31, 2018, registered Aug 2, 2018 (-151 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address