Joshua M. Mastel

TWENTY TWENTY INVESTMENT ADVISORS

Spokane, WA

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CRD#: 6044548

Professional summary

Joshua Michael Mastel, CFP®, who also goes by Josh Mastel, is a registered financial advisor currently at TWENTY TWENTY INVESTMENT ADVISORS, LLC located in Spokane, Washington.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Mastel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Michael Mastel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 30, 2016 - Present

TWENTY TWENTY INVESTMENT ADVISORS, LLC

RIA

CRD#: 128086

Spokane, WA

Past

August 2, 2012 - August 9, 2013

TEN CAPITAL WEALTH ADVISORS, LLC

RIA

CRD#: 159802

SPOKANE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TWENTY TWENTY INVESTMENT ADVISORS, LLC

CANNABIS 401K | TWENTY TWENTY INVESTMENT ADVISORS,LLC | TWENTY TWENTY INVESTMENT ADVISORS, LLC | LAKE, JAY DEE | JAY LAKE INVESTMENT MANAGEMENT

CRD#: 128086 / SEC#: 801-131986

RIA

Registered Investment Advisory firm - (2/18/2025 Approved)

Colorado

Registered Investment Advisory firm - (2/28/2025 Terminated)

Idaho

Registered Investment Advisory firm - (2/24/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/24/2025 Terminated)

Washington

Registered Investment Advisory firm - (3/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/17/2026)

IAR

Colorado
(5/8/2020)

IAR

Idaho
(9/19/2019)

IAR

Montana
(2/17/2026)

IAR

Oregon
(2/17/2026)

IAR

Texas
(4/16/2016)

IAR

Washington
(3/30/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2012

Uniform Investment Adviser Law Examination

Current Firm

TWENTY TWENTY INVESTMENT ADVISORS, LLC

CANNABIS 401K | TWENTY TWENTY INVESTMENT ADVISORS,LLC | TWENTY TWENTY INVESTMENT ADVISORS, LLC | LAKE, JAY DEE | JAY LAKE INVESTMENT MANAGEMENT

CRD#: 128086 / SEC#: 801-131986

RIA

Registered Investment Advisory firm - (2/18/2025 Approved)

Colorado

Registered Investment Advisory firm - (2/28/2025 Terminated)

Idaho

Registered Investment Advisory firm - (2/24/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/24/2025 Terminated)

Washington

Registered Investment Advisory firm - (3/24/2025 Terminated)

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Contact information

Main Address

Spokane, WA

Mailing Address

Po Box 30474, Spokane, WA 99223-3007

Phone number

(509) 892-3512

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (1/15/2025)

Regulatory assets under management

Total Number of Accounts	521
AUM (Assets Under Management)	$ 123,393,615

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua M. Mastel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Michael Mastel's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWENTY TWENTY INVESTMENT ADVISORS, LLC

TEN CAPITAL WEALTH ADVISORS, LLC

Primary Firm SEC Registration

TWENTY TWENTY INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2012

Current Firm

TWENTY TWENTY INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TWENTY TWENTY INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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