WEALTHMARK, LLC
SEC RegisteredAll Weather Strategies
About the firm
WealthMark, LLC. is a registered investment advisor based in Bellingham, Washington. The firm focuses on global-macro, balanced risk investing and offers clients a unique array of services aimed at improving each individual's financial journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services range from portfolio management to estate and tax planning, including custom portfolio solutions, absolute return strategies, turnkey asset management programs, estate and tax planning, all weather strategies, and 24/7 customer service. The firm manages four separate strategies: the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Juggernaut All Equity Risk Parity Portfolio, and the Phoenix Risk Neutral Portfolio.
Who they serve
Qualified investors and individual clients with unique financial goals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 53 | $32M |
| High Net Worth Individuals | 70 | $67M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 35 | $3.0M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 35 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | 1.00% |
| $499,000 - $999,999 | 1.00% |
| $999,999 and up | 1.00% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTHMARK, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.