Wealthmark, LLC
Wealthmark, LLC is an SEC-registered mass-market adviser in Bellingham, WA with $132.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Wealthmark, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144948, SEC 801-121353, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $132.0M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Bellingham, WA
- Employees
- 3
- Clients
- 158
- CRD
- 144948
- Ownership
- ESGET, BENJAMIN, ARTHUR
How much AUM does Wealthmark, LLC have?
Wealthmark, LLC reported $132.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Wealthmark, LLC?
Disclosed owners and executives of Wealthmark, LLC include ESGET, BENJAMIN, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.