WEALTHMARK, LLC
SEC Form ADV profile.
Total regulatory AUM
$132,000,000
Discretionary
$116,000,000
Non-discretionary
$16,000,000
Firm details
- CRD number
- 144948
- SEC file number
- 801-121353
- Main office
- BELLINGHAM, WA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.WEALTHMARKLLC.COM
- Fee structure
-
Percentage of AUM Fixed fees Performance-based Other
As of October 2026.