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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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