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WEALTHMARK, LLC
CRD 144948 · SEC 801-121353
1329 N. STATE ST, SUITE 206, BELLINGHAM, WA, 98225, United States
Phone
(360) 734-1323
Fax
(360) 544-0119
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.0M
Discretionary AUM
$116.0M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees; SUBADVISORY SERVICES
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $32.0M |
| High net worth individuals | 70 | $67.0M |
| Pension/profit sharing plans | 35 | $3.0M |
| Other investment advisers | 35 | $30.0M |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD