Wealthmark, LLC
● SEC registered since 2021CRD 144948SEC# 801-121353Bellingham, WA
Reg. AUM
$132M
Employees
3
Accounts
388
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 $132 million in regulatory assets under management and employs 3 people.
Wealthmark, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Arthur Esget Control | Managing Member/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Wealthmark, LLC manage?
Wealthmark, LLC reports $132 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
| Address | 1329 N. State St, Suite 206, Bellingham, WA 98225 |
| Phone | (360) 734-1323 |
| Fax | (360) 544-0119 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$132Mregulatory AUM
Discretionary $116MNon-discretionary $16M