WEALTHMARK ADVISORY GROUP, LLC

WEALTHMARK ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 166494). Regulatory assets under management: $101.3M.

Registration

• CRD: 166494
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166494 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search