Wealthmark, Llc
Bellingham, Washington
Wealthmark, LLC, a small investment advisory firm based in Bellingham, WA, has been providing comprehensive financial services since 2007. With a team of two dedicated professionals, they excel in managing assets and providing investment advisory services to their esteemed clients. With an impressive average of approximately $40,650,000 in assets under management per investment advisor, Wealthmark takes pride in their ability to deliver exceptional financial outcomes. The firm's compensation structure is diverse, offering various types including a percentage of assets under management and fixed fees. Wealthmark's client base comp...
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Assets Under Mgmt

$85.5M

Investment Professionals

1

Locations

0

% 401K & Individual

18%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals or newsletters
Other Business Activities
Insurance broker or agent
Other Financial product salesperson
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