WEALTHMARK, LLC

CRD 144948File 801-121353

APPROVED

Retail clients

Filing as of Mar 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$132.0M

Bottom 25% of cohort (national)

Discretionary AUM

$116.0M

Non-discretionary $16.0M

Clients

193

388 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.