# WEALTHMARK ADVISORY GROUP, LLC

WEALTHMARK ADVISORY GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 166494
- Type: SEC-registered investment adviser
- Phone: 714-835-2000
- Latest filing: 2026-03-02
- Regulatory AUM: $101.3M
- Discretionary AUM: $97.3M
- Non-discretionary AUM: $4.0M
- Clients: 1
- Accounts: 195

## Business model

- Compensation: % of AUM
- Clients served: Individuals

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166494/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166494/similar
- Related entities: https://search.stillhousedata.com/firm/166494/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166494

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.