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Wealthmark, LLC

● SEC registered since 2021CRD 144948SEC# 801-121353Bellingham, WA
Export (members)
Reg. AUM
$114M
Employees
3
Accounts
402
Location
Bellingham, WA

Wealthmark, LLC assets under management

Wealthmark, LLC is an SEC-registered investment adviser based in Bellingham, WA. The firm has been registered since 2021. It reports $114 million in regulatory assets under management and employs 3 people.
www.wealthmarkllc.comView on SEC.gov ↗

Wealthmark, LLC owners & executives

1 reported
NameTitleOwnershipSince
Benjamin Arthur Esget ControlManaging Member/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Wealthmark, LLC manage?

Wealthmark, LLC reports $114 million in regulatory assets under management on its Form ADV.

How many employees does Wealthmark, LLC have?

Wealthmark, LLC reports 3 employees.

Where is Wealthmark, LLC located?

Wealthmark, LLC is based in Bellingham, WA and has been SEC-registered since 2021.

Does Wealthmark, LLC disclose fund performance?

Wealthmark, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1329 N. State St, Suite 206, Bellingham, WA 98225
Phone(360) 734-1323
Fax(360) 544-0119
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$98M
Non-discretionary$16M
Total (RAUM)$114M