Wealthmark, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellingham, WA. Its latest Form ADV filing, dated March 3, 2026, reports $132M in regulatory assets under management, 3 employees, and 388 accounts.
Assets Under Management
$132M
Employees
3
Offices
--
Total Clients
193
Primary office
BELLINGHAM, WA
1329 N. STATE ST, SUITE 206, BELLINGHAM, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 36.3% of total clients.
Top client categories% of clientsClients
1
HNWI
36.3%
70
2
Individuals
27.5%
53
3
Pension Plans
18.1%
35
4
Other Advisers
18.1%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 3, 2026
Discretionary87.9%
$116M
88% of total RAUM87.9%
Non-discretionary12.1%
$16M
12% of total RAUM12.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$132M
Total Accounts388
10Y AUM Change+$30M (+29.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.