LP Profile

Wealthmark

Also known as wealthmark

Wealth ManagerBellingham, United StatesFounded 2007
$117M
Assets Under Management
Bellingham
Headquarters
Investment Focus

About Wealthmark

WealthMark, LLC. | Registered Investment Advisor - Bellingham, WA

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wealthmark from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$132.0M
Total Clients
388
Filing Date
March 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wealthmark across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wealthmark?

Wealthmark is a wealth manager based in Bellingham, United States, managing approximately $117M in assets.

Where is Wealthmark headquartered?

Wealthmark is headquartered in Bellingham, United States.

How much does Wealthmark manage?

Wealthmark manages approximately $117M in assets under management.

When was Wealthmark founded?

Wealthmark was founded in 2007.

How can I contact Wealthmark?

Verified contact details, key decision-makers, and investment preferences for Wealthmark are available on LPbacked. Create a free account to access them.