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WEALTHMARK, LLC

Tel: (360) 734-1323
1329 N. State St
Suite 206
Bellingham, Washington  98225

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WEALTHMARK, LLC

WEALTHMARK, LLC is a Bellingham, Washington based financial advisory firm with nearly $101,000,000 in assets under management and provides investment advisory services for 387 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (SUBADVISORY SERVICE

Firm CRD#:

144948

SEC#:

801-121353

No. of Clients:

387

Assets under Management

$101,000,000

No. of Advisors:

2

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