WEALTHMARK

WEALTHMARK is an SEC-registered investment adviser (CRD 283600). Regulatory assets under management: $18.2M.

Registration

• CRD: 283600
• Type: Registered investment adviser
• Phone: 402-214-1062
• Latest filing: 2026-03-17
• Regulatory AUM: $18.2M
• Discretionary AUM: $18.2M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search