WEALTHMARK, LLC
CRD #144948 SEC #801-121353 BELLINGHAM, WA (360) 734-1323
SEC Registered
Total AUM
$114M
Discretionary
$98M
Employees
3
Clients
25
Accounts
402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $114M | $98M | $16M | 3 | 0 |
| Mar 2025 | $114M | $98M | $16M | 2 | 0 |
| Mar 2024 | $101M | $85M | $16M | 2 | 0 |
| Dec 2023 | $97.4M | $82M | $15.4M | 2 | 0 |
| Dec 2023 | $85.5M | $79M | $6.5M | 2 | 0 |
| Oct 2023 | $85.5M | $79M | $6.5M | 2 | 0 |
| May 2023 | $85.5M | $79M | $6.5M | 2 | 0 |
| Mar 2023 | $85.5M | $79M | $6.5M | 2 | 0 |
| Mar 2022 | $98.5M | $92.5M | $6M | 2 | 0 |
| Jul 2021 | $102M | $93M | $9M | 2 | 0 |
| Jul 2021 | $102M | $93M | $9M | 3 | 0 |
| May 2021 | $102M | $93M | $9M | 3 | 0 |
| Apr 2021 | $102M | $93M | $9M | 3 | 0 |
| Aug 2011 | $44.1M | $35.9M | $8.2M | 5 | -- |
| Jul 2011 | $35.8M | $32.5M | $3.3M | 5 | -- |
| Apr 2011 | $35.8M | $32.5M | $3.3M | 5 | -- |
| Mar 2011 | $35.8M | $32.5M | $3.3M | 5 | -- |
| Dec 2010 | $35.8M | $32.5M | $3.3M | 5 | -- |
| Jan 2010 | $35.8M | $32.5M | $3.3M | 5 | -- |
| Jan 2008 | $30M | $28M | $2M | 5 | -- |
| Dec 2007 | $30M | $28M | $2M | 5 | -- |
| Dec 2007 | $30M | $28M | $2M | 5 | -- |
DateAug 2025
Total AUM$114M
Discretionary$98M
Non-Disc.$16M
Employees3
Clients0
DateMar 2025
Total AUM$114M
Discretionary$98M
Non-Disc.$16M
Employees2
Clients0
DateMar 2024
Total AUM$101M
Discretionary$85M
Non-Disc.$16M
Employees2
Clients0
DateDec 2023
Total AUM$97.4M
Discretionary$82M
Non-Disc.$15.4M
Employees2
Clients0
DateDec 2023
Total AUM$85.5M
Discretionary$79M
Non-Disc.$6.5M
Employees2
Clients0
DateOct 2023
Total AUM$85.5M
Discretionary$79M
Non-Disc.$6.5M
Employees2
Clients0
DateMay 2023
Total AUM$85.5M
Discretionary$79M
Non-Disc.$6.5M
Employees2
Clients0
DateMar 2023
Total AUM$85.5M
Discretionary$79M
Non-Disc.$6.5M
Employees2
Clients0
DateMar 2022
Total AUM$98.5M
Discretionary$92.5M
Non-Disc.$6M
Employees2
Clients0
DateJul 2021
Total AUM$102M
Discretionary$93M
Non-Disc.$9M
Employees2
Clients0
DateJul 2021
Total AUM$102M
Discretionary$93M
Non-Disc.$9M
Employees3
Clients0
DateMay 2021
Total AUM$102M
Discretionary$93M
Non-Disc.$9M
Employees3
Clients0
DateApr 2021
Total AUM$102M
Discretionary$93M
Non-Disc.$9M
Employees3
Clients0
DateAug 2011
Total AUM$44.1M
Discretionary$35.9M
Non-Disc.$8.2M
Employees5
Clients--
DateJul 2011
Total AUM$35.8M
Discretionary$32.5M
Non-Disc.$3.3M
Employees5
Clients--
DateApr 2011
Total AUM$35.8M
Discretionary$32.5M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2011
Total AUM$35.8M
Discretionary$32.5M
Non-Disc.$3.3M
Employees5
Clients--
DateDec 2010
Total AUM$35.8M
Discretionary$32.5M
Non-Disc.$3.3M
Employees5
Clients--
DateJan 2010
Total AUM$35.8M
Discretionary$32.5M
Non-Disc.$3.3M
Employees5
Clients--
DateJan 2008
Total AUM$30M
Discretionary$28M
Non-Disc.$2M
Employees5
Clients--
DateDec 2007
Total AUM$30M
Discretionary$28M
Non-Disc.$2M
Employees5
Clients--
DateDec 2007
Total AUM$30M
Discretionary$28M
Non-Disc.$2M
Employees5
Clients--