Wealth Manager • Bellingham, United States

Wealthmark

Wealthmark is a wealth manager based in Bellingham, United States, founded in 2007. Verified contact details, AUM data, and investment preferences on FindLPs.

$117M
Assets Under Mgmt
2007
Year Founded
Wealth Manager
Investor Type
Bellingham, United States
Headquarters
About

Wealthmark

WealthMark, LLC. | Registered Investment Advisor - Bellingham, WA

Investment Focus

What Wealthmark Invests In

Preferred geographies: North America

Location: 1329 North State Street, Suite 206

Contact Wealthmark

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.