WEALTHMARK, LLC

Overview

Wealthmark, LLC is a small, independent registered investment advisor that began SEC registration in 2021 and is owner-operated. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Wealthmark also publishes periodicals or newsletters as part of its advisory activities. Its fee arrangements include percentage-of-AUM fees, fixed fees, and the ability to charge performance-based fees, suggesting the firm structures pricing to accommodate both traditional advisory relationships and performance-oriented mandates. Investment activity is concentrated in pooled public vehicles rather than direct-stock concentrated portfolios. Wealthmark appears to favor third-party managers rather than operating as a capital allocator, and it does not identify as an active ESG investor. Business activities include other financial product sales, and the firm maintains industry ties to accounting and insurance firms, which supports integrated planning and product distribution alongside discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices