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WEALTHMARK, LLC
CRD 144948File 801-121353
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$132.0M
Bottom 25% of cohort (national)
Discretionary AUM
$116.0M
Non-discretionary $16.0M
Clients
193
388 accounts
Employees
3
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 28, 2021
- Principal office
- 1329 N. STATE ST, SUITE 206, BELLINGHAM, WA, 98225
- Phone
- (360) 734-1323
- Website
- HTTP://WWW.WEALTHMARKLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $132.0M
- Discretionary AUM
- $116.0M
- Non-discretionary AUM
- $16.0M
- Discretionary accounts
- 368
- Non-discretionary accounts
- 20
- Total accounts
- 388
- AUM per client
- $684K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 35 | $30.0M |
| High net worth individuals | 70 | $67.0M |
| Pension and profit sharing plans | 35 | $3.0M |
| Individuals (other than high net worth individuals) | 53 | $32.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SUBADVISORY SERVICES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 147 | 193 | increased by46 |
| Apr 1, 2026 | AUM | $114,000,000 | $132,000,000 | increased by$18,000,000 |
| Apr 1, 2026 | Accounts | 402 | 388 | decreased by14 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 172 | 147 | decreased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $98,500,000 | $114,000,000 | increased by$15,500,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 338 | 402 | increased by64 |
| Apr 1, 2022 | Clients | 171 | 172 | increased by1 |
| Apr 1, 2022 | AUM | $102,000,000 | $98,500,000 | decreased by$3,500,000 |
| Apr 1, 2022 | Accounts | 320 | 338 | increased by18 |
| Aug 1, 2021 | Employees | 3 | 2 | decreased by1 |
| Jun 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTHMARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHMARK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.