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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ESGET, BENJAMIN, ARTHUR | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 11, 2025 REGISTERED
Notice Filings (2)
OR WA
Address
1329 N. STATE STSUITE 206
BELLINGHAM, WA 98225
United States
Phone: (360) 734-1323