WEALTHMARK, LLC - Financial Advisor in Washington, Bellingham

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

About WEALTHMARK, LLC

WEALTHMARK, LLC is a Bellingham, Washington based financial advisory firm with nearly $101,000,000 in assets under management and provides investment advisory services for 387 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

144948

Firm SEC#:

801-121353

Assets Under Management:

$101,000,000

No. of Clients:

387

No. of Advisors:

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

Fee Structure:

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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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25586

801-35428

111

$8,394,714,767

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116073

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3426

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$523,698,592

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1133

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