WEALTHMARK, LLC

1329 N. State St
Suite 206
Bellingham, Washington 98225
Tel: (360) 734-1323

About WEALTHMARK, LLC

WEALTHMARK, LLC, formally registered with the SEC as WEALTHMARK, LLC. The firm was established in 05/28/2021. They have over 1 offices throughout the country.

WEALTHMARK, LLC is a Bellingham, Washington based Financial Planning firm with nearly $101,000,000 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144948
SEC#	801-121353
Assets Managed by Firm	$101,000,000
No. of Clients	387
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (SUBADVISORY SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	387	$101,000,000
Individuals (other than high net worth individuals)	43	$20,000,000
High net worth individuals	82	$60,000,000
Pension and profit sharing plans	2	$2,000,000
Other investment advisers	65	$19,000,000

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