WEALTHMARK, LLC

WEALTHMARK, LLC of BELLINGHAM, WA is an SEC-registered investment adviser (CRD 144948). Regulatory assets under management: $132.0M.

Registration

Business model

Compensation: % of AUM, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations.

Officers, owners & control persons (2)

NameRoleLocation
Benjamin Arthur EsgetMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
ESGET BENJAMIN ARTHURMANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER

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