Wealthmark, LLC (Bellingham)


Wealthmark, LLC is a large advisory firm based in Bellingham. It manages $44.13 million of regulatory assets for 456 client accounts. It has been registered with the SEC as an adviser since 2007.

Wealthmark provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealthmark: assets under management

The assets under management (AUM) of Wealthmark, LLC is $44.13 million. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.89 million in discretionary accounts and $8.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $58 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealthmark, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellingham

The principal office where Wealthmark, LLC performs its advisory services is located at 1329 N. State St, Bellingham, WA 98225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (360) 734-1323. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.

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