Overview
Assets Under Management: $132 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 70
Average Client Assets: $1.0 million
Frequently Asked Questions
WEALTHMARK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144948), WEALTHMARK, LLC is subject to fiduciary duty under federal law.
WEALTHMARK, LLC is headquartered in BELLINGHAM, WA.
WEALTHMARK, LLC serves 70 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, WEALTHMARK, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WEALTHMARK, LLC manages $132 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, WEALTHMARK, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.76%
Average Client Assets: $1.0 million
Total Client Accounts: 388
Discretionary Accounts: 368
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 144948
Filing ID: 2057024
Last Filing Date: 2026-03-03 14:53:31