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Benjamin Arthur Esget

WEALTHMARK, LLC·BELLINGHAM, Washington
Clean recordWEALTHMARK, LLC
1329 N. STATE ST, BELLINGHAM, WA 98225CRD# 5185670Firm CRD# 144948

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Arthur Esget · BELLINGHAM, WA
Registration
CRD #5185670 · WEALTHMARK, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Arthur Esget is a registered financial advisor based in BELLINGHAM, Washington, affiliated with WEALTHMARK, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTHMARK, LLC
WEALTHMARK, LLC
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WEALTHMARK, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: SUBADVISORY SERVICES
Regulatory
SEC/IARD CRD# 5185670
Firm CRD# 144948
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Arthur Esget offer?
Benjamin Arthur Esget specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are Benjamin Arthur Esget's credentials?
Benjamin Arthur Esget is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Arthur Esget located?
Benjamin Arthur Esget is based in BELLINGHAM, Washington, working with WEALTHMARK, LLC. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does Benjamin Arthur Esget charge for services?
Benjamin Arthur Esget's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: subadvisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHMARK, LLC?
WEALTHMARK, LLC has approximately 2 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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