WEALTHMARK, LLC
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
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
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