Wealthmark, LLC

Wealthmark, LLC (CRD# 144948) is a financial advisory firm headquartered in Bellingham, WA. They manage $50,065,000 in 248 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wealthmark, LLC
Showing 1 - 1 of 1 top financial advisors.
Benjamin A. Esget
CRD#: 5185670
1329 N. State St, Suite 206, Bellingham, WA 98225

Benjamin Esget (CRD# 5185670) is an Investment Advisor Representative working at Wealthmark, LLC in Bellingham, WA and has over 10 years of experience in the finance industry.

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