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WEALTHMARK, LLC
WEALTHMARK, LLC
BELLINGHAM, Washington
·
1 registered advisor
·
CRD# 144948
SEC# 801-121353
0
(360) 734-1323
01
Firm Overview
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: SUBADVISORY SERVICES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTHMARK, LLC
1 registered advisor
Benjamin Arthur Esget
BELLINGHAM, Washington
CRD# 5185670
05
Office Locations
BELLINGHAM, Washington
1 advisor
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Data sourced from SEC Form ADV filings. WEALTHMARK, LLC (CRD# 144948) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.