Wealthmark, LLC

Wealthmark, LLC (CRD# 144948) is a financial advisory firm headquartered in Bellingham, WA. They manage $101,000,000 in 387 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1329 N. State St, Suite 206, Bellingham, WA 98225
http://www.wealthmarkllc.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $260,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Wealthmark, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin Esget, financial advisor Bellingham WA
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 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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