Wealthmark Advisory Group, LLC

Overview

Wealthmark Advisory Group, LLC is an independent, fee-based registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients, charging a percentage-of-AUM advisory fee and providing financial planning alongside insurance brokerage services. Its portfolio posture is equity‑heavy: exchange‑traded equities drive the bulk of invested assets, and the firm manages the majority of client assets on a discretionary basis. The firm is not positioned as a multi-state adviser or a pension consultant and does not identify as an active ESG investor. While Wealthmark does not operate as a capital allocator in the manager-of-managers sense, it does place client capital into third‑party vehicles where appropriate, including external real estate funds and traditional pooled products.

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Public Holdings

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Location & Offices