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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthmark LLC
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|---|---|
| CRD # | 144948 |
| SEC # | 801-121353 |
| CIK # | |
| AUM | $114.0 M (2025-03-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 360-734-1323 |
| Address | 1329 N State St Bellingham, WA 98225 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 23.0 |
| (b) Individuals (high net worth individuals) | 68 | 63.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 39 | 26.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 114.0 |
| By Discretionary | ||
| Discretionary | 380 | 98.0 |
| Non-Discretionary | 22 | 16.0 |
| Total | 402 | 114.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.0 | |
| Total | 402 | 114.0 |
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